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
101
$9.1M 0.29%
105,608
+672
102
$8.86M 0.28%
189,157
+1,454
103
$8.74M 0.28%
382,624
-20,629
104
$8.74M 0.28%
98,402
+67
105
$8.58M 0.27%
88,747
+487
106
$8.49M 0.27%
232,553
-13,612
107
$8.33M 0.26%
195,389
-388
108
$8.22M 0.26%
167,476
+76,214
109
$7.79M 0.25%
473,220
-652
110
$7.76M 0.25%
357,794
+289,204
111
$7.55M 0.24%
568,350
-39,210
112
$7.48M 0.24%
113,988
-25,686
113
$7.23M 0.23%
125,452
+643
114
$7.02M 0.22%
149,653
+998
115
$6.91M 0.22%
102,833
+1,521
116
$6.76M 0.21%
117,883
+38,980
117
$6.75M 0.21%
242,016
-10,370
118
$6.68M 0.21%
233,361
+2,054
119
$6.54M 0.21%
254,324
+10,910
120
$6.49M 0.21%
161,368
+19,594
121
$6.15M 0.2%
94,835
-41,002
122
$6.13M 0.19%
147,936
+2,712
123
$6.1M 0.19%
98,705
+699
124
$6.07M 0.19%
81,875
+29,787
125
$6.07M 0.19%
131,201
+99,569
3 4
5
6 7