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
301
$936K 0.03%
15,864
+990
302
$936K 0.03%
+37,392
303
$934K 0.03%
13,711
-1,736
304
$933K 0.03%
17,002
+6,100
305
$931K 0.03%
35,723
+12,294
306
$929K 0.03%
11,073
+801
307
$921K 0.03%
20,209
+365
308
$920K 0.03%
13,831
-16,748
309
$920K 0.03%
+30,247
310
$919K 0.03%
52,864
+21,113
311
$916K 0.03%
+38,018
312
$910K 0.03%
64,486
+38,138
313
$908K 0.03%
+46,596
314
$905K 0.03%
30,131
+1,400
315
$905K 0.03%
47,580
+2,460
316
$902K 0.03%
22,892
+15,760
317
$898K 0.03%
19,171
+2,412
318
$897K 0.03%
9,375
-1,275
319
$894K 0.03%
24,429
+1,764
320
$893K 0.03%
14,407
-2,944
321
$892K 0.03%
54,751
+39,680
322
$890K 0.03%
+76,620
323
$883K 0.03%
+12,282
324
$881K 0.03%
+42,113
325
$872K 0.03%
+46,458
11 12
13
14 15