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
251
$2.17M 0.04%
+64,219
252
$2.14M 0.04%
38,185
+1,635
253
$2.13M 0.04%
11,121
+7,112
254
$2.11M 0.04%
22,718
+3,686
255
$2.11M 0.04%
25,826
-447
256
$2.1M 0.04%
+9,921
257
$2.06M 0.04%
+48,532
258
$2.05M 0.04%
85,467
-46,625
259
$2.04M 0.04%
+20,402
260
$2.04M 0.04%
26,151
+915
261
$2.03M 0.04%
115,544
-2,380
262
$2.03M 0.04%
69,164
-26,353
263
$1.99M 0.04%
5,167
-8,412
264
$1.98M 0.04%
44,081
+15,529
265
$1.98M 0.04%
21,930
-3,071
266
$1.97M 0.04%
19,282
-637
267
$1.94M 0.04%
114,287
+6,361
268
$1.92M 0.04%
36,041
+398
269
$1.9M 0.04%
+33,081
270
$1.9M 0.04%
349,030
-117,558
271
$1.89M 0.03%
20,416
+1,416
272
$1.88M 0.03%
79,890
+5,199
273
$1.86M 0.03%
20,634
+1,524
274
$1.85M 0.03%
3,474
+279
275
$1.85M 0.03%
+11,738
9 10
11
12 13