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
$9.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$27.8M
3
+$25.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$22.4M
5
NFLX icon
Netflix
NFLX
+$20.1M

Top Sells

1
+$52.1M
2
+$30M
3
+$28.5M
4
MDLZ icon
Mondelez International
MDLZ
+$28.1M
5
PLD icon
Prologis
PLD
+$14M

Sector Composition

1 Technology 21.92%
2 Financials 15.45%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.9M 0.04%
9,023
+913
227
$3.89M 0.04%
35,173
-35
228
$3.88M 0.04%
+148,220
229
$3.86M 0.04%
64,832
-33,708
230
$3.81M 0.04%
56,653
+7,746
231
$3.81M 0.04%
+64,799
232
$3.79M 0.04%
18,474
+1,659
233
$3.75M 0.04%
6,944
+1,029
234
$3.73M 0.04%
+38,927
235
$3.71M 0.04%
62,868
+12,277
236
$3.71M 0.04%
35,592
+4,328
237
$3.7M 0.04%
68,963
+4,208
238
$3.68M 0.04%
+25,088
239
$3.66M 0.04%
63,998
+6,631
240
$3.65M 0.04%
22,320
+2,824
241
$3.64M 0.04%
131,952
+19,183
242
$3.62M 0.04%
14,330
+1,457
243
$3.62M 0.04%
62,300
+5,650
244
$3.61M 0.04%
+92,015
245
$3.6M 0.04%
+64,837
246
$3.5M 0.04%
353,061
+54,536
247
$3.48M 0.04%
+56,421
248
$3.44M 0.04%
+77,142
249
$3.44M 0.04%
28,273
+1,509
250
$3.42M 0.04%
156,997
+14,238
8 9
10
11 12