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
426
$545K 0.02%
21,222
+1,944
427
$541K 0.02%
+4,378
428
$541K 0.02%
3,450
-40,728
429
$538K 0.02%
40,096
+15,150
430
$538K 0.02%
+8,804
431
$535K 0.02%
+34,598
432
$527K 0.02%
30,990
+14,760
433
$518K 0.02%
8,698
+666
434
$515K 0.02%
6,472
+265
435
$507K 0.02%
15,553
+1,118
436
$507K 0.02%
9,626
-1,990
437
$504K 0.02%
22,716
+8,949
438
$503K 0.02%
4,419
+1,959
439
$502K 0.02%
+14,461
440
$497K 0.02%
5,474
+1,199
441
$497K 0.02%
43,662
-14,122
442
$496K 0.02%
12,875
+482
443
$487K 0.02%
+9,134
444
$485K 0.02%
22,566
-4,603
445
$481K 0.02%
+24,442
446
$480K 0.02%
+10,550
447
$475K 0.02%
+27,561
448
$464K 0.01%
16,837
+5,949
449
$462K 0.01%
35,378
+2,069
450
$457K 0.01%
22,184
+2,044
16 17
18
19 20