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
351
$794K 0.03%
24,033
+3,067
352
$781K 0.02%
12,822
+660
353
$781K 0.02%
34,601
+12,490
354
$777K 0.02%
13,917
+923
355
$771K 0.02%
+33,700
356
$766K 0.02%
+20,689
357
$762K 0.02%
+28,752
358
$748K 0.02%
1,878
-52
359
$747K 0.02%
+67,610
360
$745K 0.02%
32,845
+11,184
361
$744K 0.02%
8,889
+576
362
$740K 0.02%
4,758
-136
363
$739K 0.02%
+15,211
364
$734K 0.02%
50,870
-40,988
365
$731K 0.02%
+18,426
366
$724K 0.02%
26,365
-2,188
367
$720K 0.02%
+12,686
368
$711K 0.02%
+22,974
369
$708K 0.02%
+5,175
370
$704K 0.02%
+9,087
371
$702K 0.02%
6,047
+407
372
$699K 0.02%
+17,659
373
$699K 0.02%
36,492
-7,656
374
$698K 0.02%
7,520
+2,250
375
$689K 0.02%
+52,114
13 14
15
16 17