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
476
$406K 0.01%
9,549
-1,872
477
$402K 0.01%
+3,135
478
$399K 0.01%
+4,610
479
$396K 0.01%
+2,654
480
$389K 0.01%
+10,731
481
$389K 0.01%
18,789
+6,837
482
$384K 0.01%
+49,604
483
$384K 0.01%
+764,000
484
$381K 0.01%
8,471
+287
485
$377K 0.01%
+5,102
486
$377K 0.01%
17,948
+2,166
487
$376K 0.01%
31,050
-31,050
488
$374K 0.01%
+29,323
489
$372K 0.01%
9,471
+3,455
490
$364K 0.01%
+1,006
491
$358K 0.01%
+7,252
492
$354K 0.01%
+11,130
493
$354K 0.01%
+7,632
494
$353K 0.01%
3,425
-522
495
$351K 0.01%
+2,733
496
$347K 0.01%
+6,496
497
$347K 0.01%
+5,093
498
$346K 0.01%
+8,776
499
$345K 0.01%
5,087
-14,570
500
$343K 0.01%
+9,217
18 19
20
21 22