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 Inc
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
751
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-6,186
752
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753
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754
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755
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757
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758
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759
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760
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761
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762
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763
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764
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765
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766
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-1,464,693
767
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768
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769
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770
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771
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772
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-2,535
773
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774
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-10,674
775
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-7,424
29 30
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