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
526
$308K 0.01%
+2,686
527
$307K 0.01%
+5,457
528
$306K 0.01%
7,135
-11,043
529
$305K 0.01%
+3,033
530
$303K 0.01%
21,291
+1,806
531
$302K 0.01%
+13,754
532
$301K 0.01%
5,206
-9,301
533
$298K 0.01%
1,286
+461
534
$298K 0.01%
+15,257
535
$293K 0.01%
+10,160
536
$293K 0.01%
+44,513
537
$293K 0.01%
+3,948
538
$292K 0.01%
+25,520
539
$291K 0.01%
+2,943
540
$287K 0.01%
+95,524
541
$286K 0.01%
7,207
-21,766
542
$286K 0.01%
3,891
-58
543
$283K 0.01%
5,800
-1,237
544
$281K 0.01%
41,832
+5,208
545
$281K 0.01%
+26,779
546
$270K 0.01%
10,015
+4,204
547
$265K 0.01%
2,354
-174
548
$263K 0.01%
3,752
+343
549
$263K 0.01%
+7,984
550
$263K 0.01%
13,091
-57,548
20 21
22
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