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
376
$689K 0.02%
41,752
+10,982
377
$677K 0.02%
13,541
-746
378
$674K 0.02%
22,547
-248
379
$672K 0.02%
90,705
-3,738
380
$672K 0.02%
14,885
-8,481
381
$662K 0.02%
10,430
+380
382
$662K 0.02%
18,092
-7,780
383
$657K 0.02%
29,023
-7,378
384
$653K 0.02%
14,501
+850
385
$652K 0.02%
+11,323
386
$648K 0.02%
57,298
+4,508
387
$641K 0.02%
2,854
+194
388
$641K 0.02%
9,278
+630
389
$638K 0.02%
19,410
+5,866
390
$638K 0.02%
9,948
-2,130
391
$633K 0.02%
6,390
+1,873
392
$631K 0.02%
9,792
-5,828
393
$631K 0.02%
+23,515
394
$631K 0.02%
+31,962
395
$628K 0.02%
2,643
-1,060
396
$627K 0.02%
+32,585
397
$626K 0.02%
+23,824
398
$625K 0.02%
13,079
-29,109
399
$615K 0.02%
8,672
+326
400
$615K 0.02%
40,561
+2,789
14 15
16
17 18