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
$4.15B
AUM Growth
-$645M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$33.7M
3
+$27.4M
4
PRU icon
Prudential Financial
PRU
+$16.3M
5
VZ icon
Verizon
VZ
+$14.6M

Top Sells

1
+$45.8M
2
+$29.4M
3
+$19.1M
4
DD icon
DuPont de Nemours
DD
+$11.4M
5
TGT icon
Target
TGT
+$9.51M

Sector Composition

1 Financials 16.98%
2 Healthcare 15.83%
3 Technology 13.47%
4 Consumer Staples 10.47%
5 Consumer Discretionary 7.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.35M 0.06%
57,018
+336
202
$2.35M 0.06%
272,780
-11,652
203
$2.35M 0.06%
34,142
-3,683
204
$2.34M 0.06%
31,942
+2,819
205
$2.34M 0.06%
35,925
+4,811
206
$2.34M 0.06%
24,656
-10,180
207
$2.33M 0.06%
110,595
-3,012
208
$2.3M 0.06%
62,873
-5,587
209
$2.27M 0.05%
+17,360
210
$2.27M 0.05%
+37,677
211
$2.27M 0.05%
27,866
-42,427
212
$2.26M 0.05%
38,399
-48,395
213
$2.25M 0.05%
+15,306
214
$2.23M 0.05%
+19,395
215
$2.23M 0.05%
28,821
-5,524
216
$2.23M 0.05%
112,317
-8,594
217
$2.19M 0.05%
12,799
-1,661
218
$2.19M 0.05%
+35,298
219
$2.18M 0.05%
15,158
-648
220
$2.18M 0.05%
10,507
-513
221
$2.17M 0.05%
19,188
+601
222
$2.16M 0.05%
14,000
-3,345
223
$2.16M 0.05%
79,256
-21,987
224
$2.15M 0.05%
18,672
-227
225
$2.12M 0.05%
122,927
+25,437
7 8
9
10 11