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
501
$339K 0.01%
+21,664
502
$339K 0.01%
5,939
-452
503
$339K 0.01%
+19,776
504
$335K 0.01%
+27,068
505
$332K 0.01%
+18,876
506
$332K 0.01%
+21,955
507
$331K 0.01%
+9,729
508
$330K 0.01%
+19,984
509
$326K 0.01%
8,505
-1,362
510
$324K 0.01%
6,405
-19
511
$322K 0.01%
5,920
-224
512
$321K 0.01%
+8,852
513
$320K 0.01%
+3,733
514
$320K 0.01%
18,746
+5,192
515
$320K 0.01%
+24,413
516
$319K 0.01%
+6,001
517
$318K 0.01%
4,835
-148
518
$318K 0.01%
+14,326
519
$317K 0.01%
4,038
-26,841
520
$316K 0.01%
12,036
+3,463
521
$316K 0.01%
8,311
-459
522
$314K 0.01%
12,701
+4,795
523
$311K 0.01%
9,058
+3,447
524
$310K 0.01%
+3,637
525
$310K 0.01%
+10,171
19 20
21
22 23