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
51
$19.8M 0.63%
231,205
+4,006
52
$19.8M 0.63%
319,607
-4,079
53
$19.7M 0.62%
415,863
-5,215
54
$19.2M 0.61%
125,173
+2,963
55
$18.8M 0.6%
309,495
-3,836
56
$18.6M 0.59%
82,607
+1,159
57
$18.5M 0.59%
108,451
+1,772
58
$18.5M 0.59%
162,085
+12,371
59
$17.7M 0.56%
185,728
-82,331
60
$17.7M 0.56%
58,172
+331
61
$17.4M 0.55%
181,932
-2,512
62
$17M 0.54%
146,785
-1,808
63
$16.9M 0.53%
814,079
-7,608
64
$16.6M 0.53%
514,292
-7,296
65
$16.5M 0.52%
368,299
+3,355
66
$16.4M 0.52%
1,986,965
+290
67
$16.4M 0.52%
192,782
+706
68
$16.3M 0.52%
138,864
+1,981
69
$16.2M 0.51%
694,791
-8,707
70
$15.8M 0.5%
239,860
+4,588
71
$15.6M 0.49%
160,567
+1,172
72
$15.4M 0.49%
68,211
-2,995
73
$15.3M 0.49%
240,711
+1,303
74
$15.1M 0.48%
134,674
+74
75
$15M 0.48%
293,007
+23,689
1 2
3
4 5