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
251
$1.23M 0.04%
5,987
+2,063
252
$1.21M 0.04%
18,484
+1,807
253
$1.21M 0.04%
10,796
+570
254
$1.2M 0.04%
44,652
+1,615
255
$1.19M 0.04%
+1,482
256
$1.18M 0.04%
45,903
+18,654
257
$1.16M 0.04%
93,198
+4,892
258
$1.16M 0.04%
+15,932
259
$1.14M 0.04%
21,073
-957
260
$1.13M 0.04%
10,651
+539
261
$1.13M 0.04%
58,709
-7,824
262
$1.13M 0.04%
28,664
+10,841
263
$1.11M 0.04%
48,612
+15,874
264
$1.11M 0.04%
19,165
-2,373
265
$1.1M 0.03%
19,079
+703
266
$1.1M 0.03%
45,779
+3,030
267
$1.09M 0.03%
+16,560
268
$1.09M 0.03%
+36,787
269
$1.08M 0.03%
+21,055
270
$1.08M 0.03%
28,945
+1,530
271
$1.08M 0.03%
56,487
+2,985
272
$1.08M 0.03%
29,524
-4,538
273
$1.07M 0.03%
128
+11
274
$1.07M 0.03%
13,099
+5,039
275
$1.06M 0.03%
17,987
-3,893
9 10
11
12 13