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
401
$612K 0.02%
33,602
+1,206
402
$608K 0.02%
14,792
-9,806
403
$607K 0.02%
7,153
+444
404
$604K 0.02%
3,355
-1,439
405
$603K 0.02%
43,848
+4,023
406
$603K 0.02%
26,005
-23,639
407
$593K 0.02%
24,437
+8,173
408
$591K 0.02%
15,043
+982
409
$587K 0.02%
6,277
+404
410
$585K 0.02%
9,875
+669
411
$582K 0.02%
+84,120
412
$582K 0.02%
15,859
-4,727
413
$582K 0.02%
17,192
+1,468
414
$582K 0.02%
+13,453
415
$581K 0.02%
76,341
+37,568
416
$579K 0.02%
14,680
+958
417
$579K 0.02%
58,616
+10,292
418
$563K 0.02%
10,686
+689
419
$562K 0.02%
+22,797
420
$562K 0.02%
7,311
-19,885
421
$560K 0.02%
+311
422
$556K 0.02%
4,822
+339
423
$554K 0.02%
+23,195
424
$554K 0.02%
10,751
-12,952
425
$552K 0.02%
+11,411
15 16
17
18 19