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
26
$31M 0.98%
461,698
-48,595
27
$31M 0.98%
371,466
-4,313
28
$30.9M 0.98%
544,907
-5,087
29
$30.2M 0.96%
1,100,259
-13,754
30
$30.1M 0.95%
1,132,758
+761,595
31
$28.6M 0.91%
789,414
+34,000
32
$28.5M 0.9%
306,608
-4,406
33
$28M 0.89%
572,063
+18,913
34
$27.9M 0.88%
836,176
-5,114
35
$27.7M 0.88%
614,944
+68,889
36
$26.8M 0.85%
252,863
-2,919
37
$26.2M 0.83%
706,847
+14,862
38
$25.5M 0.81%
481,729
-2,249
39
$25.3M 0.8%
584,060
-7,480
40
$25.1M 0.8%
177,135
-2,194
41
$23.4M 0.74%
477,200
-6,043
42
$22.8M 0.72%
349,877
-2,900
43
$22.5M 0.71%
322,564
-3,950
44
$22.3M 0.71%
596,005
-9,893
45
$22.3M 0.71%
716,678
-8,856
46
$22.1M 0.7%
284,240
-3,031
47
$22M 0.7%
216,068
-3,278
48
$21.4M 0.68%
490,976
-6,390
49
$21.2M 0.67%
424,729
-3,911
50
$20.4M 0.65%
766,300
+13,078
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