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
201
$1.7M 0.05%
35,430
-11,954
202
$1.69M 0.05%
+61,580
203
$1.69M 0.05%
103,734
+7,875
204
$1.66M 0.05%
108,618
+4,206
205
$1.65M 0.05%
77,892
-18,560
206
$1.64M 0.05%
34,853
+6,834
207
$1.64M 0.05%
35,535
+1,001
208
$1.63M 0.05%
121,778
-1,941
209
$1.62M 0.05%
7,411
-1,862
210
$1.6M 0.05%
+84,546
211
$1.6M 0.05%
54,555
-98,715
212
$1.58M 0.05%
48,318
+21,445
213
$1.58M 0.05%
42,073
+9,683
214
$1.56M 0.05%
13,873
+776
215
$1.55M 0.05%
81,470
+60,973
216
$1.52M 0.05%
70,853
-461
217
$1.52M 0.05%
39,844
+13,341
218
$1.52M 0.05%
28,070
-3,851
219
$1.5M 0.05%
93,357
+68,296
220
$1.5M 0.05%
23,579
+12,956
221
$1.48M 0.05%
61,321
+18,920
222
$1.48M 0.05%
13,319
+887
223
$1.45M 0.05%
48,879
+10,790
224
$1.44M 0.05%
+88,672
225
$1.43M 0.05%
31,875
+10,457
7 8
9
10 11