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
$5.42B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$29.2M
3
+$20.5M
4
FNF icon
Fidelity National Financial
FNF
+$16.7M
5
TMO icon
Thermo Fisher Scientific
TMO
+$16M

Top Sells

1
+$42.6M
2
+$27.6M
3
+$15.2M
4
MRK icon
Merck
MRK
+$11.8M
5
ADBE icon
Adobe
ADBE
+$11M

Sector Composition

1 Technology 17.28%
2 Financials 16.07%
3 Healthcare 14.1%
4 Consumer Staples 11.55%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.41M 0.04%
13,728
-13,421
227
$2.41M 0.04%
273,671
+18,058
228
$2.4M 0.04%
13,430
+694
229
$2.38M 0.04%
+20,440
230
$2.37M 0.04%
32,946
-1,027
231
$2.35M 0.04%
13,040
+355
232
$2.33M 0.04%
+37,648
233
$2.31M 0.04%
25,300
-7,136
234
$2.31M 0.04%
19,298
-88
235
$2.31M 0.04%
10,160
-981
236
$2.31M 0.04%
+33,647
237
$2.3M 0.04%
+64,606
238
$2.3M 0.04%
25,011
+5,882
239
$2.28M 0.04%
20,803
+1,484
240
$2.27M 0.04%
12,353
-722
241
$2.25M 0.04%
32,606
+8,732
242
$2.24M 0.04%
25,934
+1,715
243
$2.24M 0.04%
26,930
+614
244
$2.22M 0.04%
+46,620
245
$2.22M 0.04%
28,282
-274
246
$2.19M 0.04%
27,561
+1,363
247
$2.19M 0.04%
67,814
-965
248
$2.19M 0.04%
40,716
+5,180
249
$2.18M 0.04%
+27,692
250
$2.18M 0.04%
8,898
+1,056
8 9
10
11 12