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
$3.15B
AUM Growth
-$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
802
New
Increased
Reduced
Closed

Top Buys

1
+$23.3M
2
+$20.2M
3
+$12.1M
4
PG icon
Procter & Gamble
PG
+$9.22M
5
WMT icon
Walmart
WMT
+$6.96M

Top Sells

1
+$26.6M
2
+$20.7M
3
+$14.6M
4
UNP icon
Union Pacific
UNP
+$7.85M
5
UAL icon
United Airlines
UAL
+$7.8M

Sector Composition

1 Financials 20.38%
2 Healthcare 13.88%
3 Technology 10.18%
4 Industrials 10.14%
5 Consumer Staples 8.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.42M 0.05%
32,241
+1,710
227
$1.42M 0.04%
+55,375
228
$1.4M 0.04%
60,895
+51,034
229
$1.4M 0.04%
55,050
+39,239
230
$1.4M 0.04%
20,646
-2,103
231
$1.38M 0.04%
+138,227
232
$1.38M 0.04%
+57,016
233
$1.37M 0.04%
57,908
-17,204
234
$1.35M 0.04%
+56,485
235
$1.35M 0.04%
+39,775
236
$1.34M 0.04%
14,808
+4,343
237
$1.34M 0.04%
21,280
+6,828
238
$1.33M 0.04%
91,960
+6,120
239
$1.32M 0.04%
44,254
+15,937
240
$1.32M 0.04%
47,657
+1,573
241
$1.31M 0.04%
38,966
-3,459
242
$1.31M 0.04%
37,190
+1,942
243
$1.3M 0.04%
+31,798
244
$1.3M 0.04%
127,997
-45,696
245
$1.29M 0.04%
24,444
-304
246
$1.29M 0.04%
74,300
+13,211
247
$1.29M 0.04%
38,838
+4,413
248
$1.28M 0.04%
12,087
+816
249
$1.26M 0.04%
+57,735
250
$1.24M 0.04%
+73,964
8 9
10
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