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
251
$2.83M 0.05%
27,503
+310
252
$2.78M 0.05%
56,336
-3,171
253
$2.78M 0.04%
23,351
+1,215
254
$2.75M 0.04%
25,787
+14,579
255
$2.68M 0.04%
81,890
+4,653
256
$2.66M 0.04%
22,501
+1,544
257
$2.56M 0.04%
43,869
+7,904
258
$2.53M 0.04%
116,982
+36,758
259
$2.53M 0.04%
21,697
+7,943
260
$2.53M 0.04%
62,998
+1,899
261
$2.53M 0.04%
66,930
+1,785
262
$2.51M 0.04%
+15,873
263
$2.51M 0.04%
20,487
+377
264
$2.49M 0.04%
27,657
+604
265
$2.42M 0.04%
18,939
+11,790
266
$2.38M 0.04%
+27,312
267
$2.38M 0.04%
31,001
-657
268
$2.36M 0.04%
31,506
-19,892
269
$2.36M 0.04%
45,988
+2,833
270
$2.35M 0.04%
24,528
+2,559
271
$2.35M 0.04%
29,388
+1,182
272
$2.35M 0.04%
+9,797
273
$2.29M 0.04%
+47,209
274
$2.29M 0.04%
1,195
+49
275
$2.27M 0.04%
+61,289
9 10
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