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
451
$456K 0.01%
+20,430
452
$456K 0.01%
10,460
-850
453
$454K 0.01%
+1,124
454
$453K 0.01%
+51,905
455
$447K 0.01%
22,210
+8,700
456
$446K 0.01%
+72,882
457
$443K 0.01%
14,312
-134
458
$441K 0.01%
+51,228
459
$440K 0.01%
+11,343
460
$439K 0.01%
+15,655
461
$437K 0.01%
+7,161
462
$436K 0.01%
+5,771
463
$433K 0.01%
30,210
+4,491
464
$433K 0.01%
+36,816
465
$430K 0.01%
2,781
-736
466
$425K 0.01%
17,490
+1,362
467
$423K 0.01%
3,388
-161
468
$422K 0.01%
+9,664
469
$420K 0.01%
+6,830
470
$417K 0.01%
21,685
+6,864
471
$415K 0.01%
10,285
-1,909
472
$413K 0.01%
+14,351
473
$411K 0.01%
+3,623
474
$408K 0.01%
+10,534
475
$406K 0.01%
+17,684
17 18
19
20 21