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
326
$871K 0.03%
7,685
+3,339
327
$867K 0.03%
28,754
+2,322
328
$867K 0.03%
+18,105
329
$861K 0.03%
3,497
+659
330
$854K 0.03%
+9,347
331
$851K 0.03%
33,719
+910
332
$838K 0.03%
33,476
-3,007
333
$838K 0.03%
19,769
+1,652
334
$832K 0.03%
+19,797
335
$831K 0.03%
+24,809
336
$829K 0.03%
16,848
+4,275
337
$829K 0.03%
44,469
+3,000
338
$828K 0.03%
14,393
+1,436
339
$828K 0.03%
+33,057
340
$822K 0.03%
22,234
+1,103
341
$820K 0.03%
25,957
-5,568
342
$818K 0.03%
+38,749
343
$817K 0.03%
15,132
-1,319
344
$803K 0.03%
12,483
+1,069
345
$801K 0.03%
25,823
+1,430
346
$801K 0.03%
14,635
-6,864
347
$799K 0.03%
+41,444
348
$799K 0.03%
34,917
+2,250
349
$796K 0.03%
+37,166
350
$796K 0.03%
36,255
+10,648
12 13
14
15 16