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
76
$15M 0.48%
160,694
+114
77
$14.7M 0.47%
442,487
-5,173
78
$14.6M 0.46%
216,881
-3,183
79
$14M 0.44%
160,338
+720
80
$13.9M 0.44%
97,512
-379
81
$13.8M 0.44%
248,318
-2,403
82
$13.7M 0.43%
965,107
-11,603
83
$13.2M 0.42%
140,078
+132
84
$13.1M 0.42%
394,307
-16,397
85
$12.9M 0.41%
123,121
+1,449
86
$12.4M 0.39%
119,190
+18,035
87
$11.8M 0.37%
1,445,600
-182,000
88
$11.6M 0.37%
158,504
+3,322
89
$11.1M 0.35%
163,922
-66
90
$10.8M 0.34%
132,712
-4,342
91
$10.8M 0.34%
91,480
+8,236
92
$10.8M 0.34%
298,804
-4,568
93
$10.5M 0.33%
396,631
+48,780
94
$10.4M 0.33%
192,322
-1,446
95
$10.4M 0.33%
193,230
-2,094
96
$9.85M 0.31%
61,823
+3,780
97
$9.54M 0.3%
44,924
+5,607
98
$9.53M 0.3%
83,100
-4,166
99
$9.25M 0.29%
141,388
+431
100
$9.13M 0.29%
509,445
+2,985
2 3
4
5 6