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
126
$5.93M 0.19%
49,252
+159
127
$5.81M 0.18%
89,720
+4,453
128
$5.73M 0.18%
64,416
+9,746
129
$5.68M 0.18%
+84,825
130
$5.48M 0.17%
38,040
+9,842
131
$5.41M 0.17%
84,910
+642
132
$5.35M 0.17%
76,878
+365
133
$5.35M 0.17%
143,031
+2,120
134
$5.07M 0.16%
75,718
-25,217
135
$4.97M 0.16%
139,948
+131,404
136
$4.74M 0.15%
102,049
+38,865
137
$4.71M 0.15%
105,370
-5,015
138
$4.64M 0.15%
+33,589
139
$4.6M 0.15%
86,709
-147,067
140
$4.56M 0.14%
94,493
-552,501
141
$4.53M 0.14%
70,149
+3,286
142
$4.48M 0.14%
+42,137
143
$4.37M 0.14%
133,371
-3,939
144
$4.32M 0.14%
53,242
+3,074
145
$4.26M 0.13%
26,274
+1,150
146
$4.23M 0.13%
166,964
-15,746
147
$4.19M 0.13%
50,483
+334
148
$4.15M 0.13%
37,966
+2,406
149
$4.13M 0.13%
123,723
+848
150
$4.03M 0.13%
+54,205
4 5
6
7 8