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ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$24.8M
2
+$21.5M
3
+$11.8M
4
PG icon
Procter & Gamble
PG
+$9.48M
5
WMT icon
Walmart Inc
WMT
+$7.51M

Top Sells

1
+$27.9M
2
+$20.7M
3
+$14.6M
4
UNP icon
Union Pacific
UNP
+$8.58M
5
UAL icon
United Airlines
UAL
+$8.51M

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
751
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-5,219
752
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-16,128
753
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754
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-21,247
755
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756
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757
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758
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759
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-15,323
760
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761
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762
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-77,388
763
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764
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765
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766
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-15,180
767
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-31,896
768
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770
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-4,376
771
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-5,846
772
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-34,304
773
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-25,688
774
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775
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-11,738
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