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
$6.18B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$28.8M
3
+$15.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$14.1M
5
XOM icon
Exxon Mobil
XOM
+$13.6M

Top Sells

1
+$63.8M
2
+$19.7M
3
+$8.58M
4
MRK icon
Merck
MRK
+$8.4M
5
BBY icon
Best Buy
BBY
+$8.28M

Sector Composition

1 Technology 17.64%
2 Financials 17.57%
3 Healthcare 12.75%
4 Consumer Staples 9.82%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.28M 0.05%
4,919
+27
227
$3.28M 0.05%
11,806
-716
228
$3.25M 0.05%
18,636
+1,152
229
$3.21M 0.05%
55,263
+2,028
230
$3.21M 0.05%
66,031
+3,547
231
$3.21M 0.05%
42,894
+1,722
232
$3.19M 0.05%
+13,151
233
$3.17M 0.05%
7,647
-840
234
$3.17M 0.05%
99,216
-40,064
235
$3.17M 0.05%
91,985
+2,123
236
$3.1M 0.05%
40,060
-230
237
$3.08M 0.05%
94,644
+5,835
238
$3.07M 0.05%
21,812
-739
239
$3.07M 0.05%
+31,203
240
$3.05M 0.05%
18,629
+734
241
$3.03M 0.05%
31,788
+19,369
242
$3.02M 0.05%
53,058
+1,873
243
$3M 0.05%
86,862
+4,438
244
$3M 0.05%
+22,083
245
$2.98M 0.05%
35,520
+8,001
246
$2.97M 0.05%
5,616
+174
247
$2.95M 0.05%
+25,687
248
$2.95M 0.05%
21,054
+1,497
249
$2.86M 0.05%
31,263
+845
250
$2.84M 0.05%
41,330
+1,730
8 9
10
11 12