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
276
$1.06M 0.03%
11,509
+8,330
277
$1.05M 0.03%
+17,107
278
$1.05M 0.03%
+40,015
279
$1.05M 0.03%
+29,921
280
$1.04M 0.03%
10,688
-1,361
281
$1.04M 0.03%
+24,913
282
$1.04M 0.03%
350,910
-39,730
283
$1.04M 0.03%
27,296
+12,644
284
$1.03M 0.03%
60,952
+3,195
285
$1.03M 0.03%
14,213
-153
286
$1.03M 0.03%
31,446
+248
287
$1.01M 0.03%
+29,306
288
$1.01M 0.03%
60,479
+45,177
289
$1M 0.03%
34,454
+1,049
290
$995K 0.03%
24,926
+7,131
291
$993K 0.03%
19,308
+398
292
$988K 0.03%
+38,037
293
$969K 0.03%
73,671
-77,920
294
$957K 0.03%
18,007
-3,470
295
$956K 0.03%
30,845
+17,420
296
$950K 0.03%
9,923
-2,363
297
$950K 0.03%
+78,418
298
$946K 0.03%
+24,195
299
$946K 0.03%
14,506
-2,940
300
$942K 0.03%
+29,393
10 11
12
13 14