ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.18B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
600
New
Increased
Reduced
Closed

Top Buys

1
+$44.4M
2
+$41M
3
+$40.8M
4
T icon
AT&T
T
+$38.8M
5
HD icon
Home Depot
HD
+$38.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 17.12%
2 Technology 11.6%
3 Industrials 10.7%
4 Healthcare 9.93%
5 Consumer Staples 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.22M 0.06%
+25,960
202
$1.2M 0.05%
+18,033
203
$1.19M 0.05%
+32,413
204
$1.17M 0.05%
+19,927
205
$1.17M 0.05%
+33,190
206
$1.15M 0.05%
+15,894
207
$1.14M 0.05%
+33,227
208
$1.14M 0.05%
+12,481
209
$1.14M 0.05%
+19,184
210
$1.12M 0.05%
+31,542
211
$1.09M 0.05%
+65,475
212
$1.07M 0.05%
+4,253
213
$1.06M 0.05%
+23,550
214
$1.06M 0.05%
+34,180
215
$1.06M 0.05%
+23,465
216
$1.05M 0.05%
+18,318
217
$1.03M 0.05%
+30,609
218
$1.03M 0.05%
+19,240
219
$1.03M 0.05%
+35,854
220
$1.01M 0.05%
+28,661
221
$993K 0.05%
+19,032
222
$966K 0.04%
+20,068
223
$959K 0.04%
+21,479
224
$957K 0.04%
+29,918
225
$956K 0.04%
+24,835
7 8
9
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