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
151
$3.64M 0.12%
32,335
-55,502
152
$3.6M 0.11%
57,692
-3,148
153
$3.5M 0.11%
130,466
+520
154
$3.48M 0.11%
137,754
-149,714
155
$3.44M 0.11%
+104,532
156
$3.44M 0.11%
109,045
+10,819
157
$3.17M 0.1%
82,676
+731
158
$3.15M 0.1%
122,764
+57,708
159
$3.13M 0.1%
23,208
+4,794
160
$3.07M 0.1%
89,585
+54,693
161
$2.97M 0.09%
163,510
-8,477
162
$2.95M 0.09%
23,136
+6,986
163
$2.94M 0.09%
92,425
+7,417
164
$2.8M 0.09%
+160,746
165
$2.76M 0.09%
20,293
+3,858
166
$2.68M 0.09%
+22,682
167
$2.59M 0.08%
46,931
+7,918
168
$2.56M 0.08%
42,994
+2,487
169
$2.52M 0.08%
75,182
-14,335
170
$2.48M 0.08%
83,238
-4,287
171
$2.38M 0.08%
+42,056
172
$2.32M 0.07%
+23,970
173
$2.19M 0.07%
82,255
-35,951
174
$2.18M 0.07%
39,704
+324
175
$2.15M 0.07%
99,036
-14,126
5 6
7
8 9