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
176
$2.14M 0.07%
34,221
+1,810
177
$2.12M 0.07%
24,071
-1,425
178
$2.12M 0.07%
19,565
-15,148
179
$2.1M 0.07%
100,066
-53,422
180
$2.1M 0.07%
+33,062
181
$2.1M 0.07%
49,756
+2,062
182
$2.06M 0.07%
66,026
+4,344
183
$1.96M 0.06%
21,581
+1,256
184
$1.96M 0.06%
87,687
-11,385
185
$1.95M 0.06%
26,852
+901
186
$1.95M 0.06%
50,188
-11,232
187
$1.93M 0.06%
85,418
+1,062
188
$1.91M 0.06%
1,420
+62
189
$1.87M 0.06%
53,726
+6,463
190
$1.87M 0.06%
43,199
+663
191
$1.86M 0.06%
+65,452
192
$1.84M 0.06%
17,685
-1,232
193
$1.83M 0.06%
67,070
+43,054
194
$1.8M 0.06%
54,655
+192
195
$1.8M 0.06%
34,956
-75,131
196
$1.8M 0.06%
+11,946
197
$1.76M 0.06%
29,067
+4,555
198
$1.75M 0.06%
30,577
+9,633
199
$1.74M 0.06%
24,840
+13,279
200
$1.72M 0.05%
26,220
+855
6 7
8
9 10