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
551
$261K 0.01%
+4,687
552
$260K 0.01%
+13,339
553
$256K 0.01%
+22,257
554
$253K 0.01%
2,287
-188
555
$252K 0.01%
+5,746
556
$250K 0.01%
2,372
-22,559
557
$249K 0.01%
3,130
558
$249K 0.01%
2,510
-164
559
$248K 0.01%
7,372
-640
560
$248K 0.01%
+6,493
561
$247K 0.01%
+6,630
562
$244K 0.01%
1,032
563
$243K 0.01%
+16,061
564
$241K 0.01%
+29,320
565
$237K 0.01%
+23,741
566
$234K 0.01%
+7,754
567
$233K 0.01%
+7,158
568
$231K 0.01%
+8,566
569
$230K 0.01%
+18,140
570
$229K 0.01%
+4,734
571
$229K 0.01%
17,607
+2,036
572
$228K 0.01%
+5,532
573
$224K 0.01%
+2,560
574
$222K 0.01%
4,462
-3,784
575
$222K 0.01%
+6,616
21 22
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