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
576
$221K 0.01%
+3,080
577
$220K 0.01%
+4,117
578
$220K 0.01%
3,891
+318
579
$220K 0.01%
+3,968
580
$219K 0.01%
+8,903
581
$219K 0.01%
+6,152
582
$215K 0.01%
4,942
-67
583
$214K 0.01%
3,070
584
$214K 0.01%
+13,360
585
$211K 0.01%
+9,801
586
$211K 0.01%
+8,379
587
$210K 0.01%
+6,039
588
$210K 0.01%
+5,651
589
$209K 0.01%
+3,640
590
$208K 0.01%
3,012
-2,648
591
$207K 0.01%
+3,912
592
$205K 0.01%
+14,334
593
$205K 0.01%
6,404
-112
594
$205K 0.01%
6,282
-527
595
$203K 0.01%
+5,379
596
$202K 0.01%
+8,462
597
$196K 0.01%
+12,450
598
$195K 0.01%
+10,498
599
$194K 0.01%
21,172
+3,663
600
$193K 0.01%
17,182
22 23
24
25 26