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
251
$3.41M 0.04%
5,825
+635
252
$3.35M 0.04%
20,066
+1,962
253
$3.31M 0.04%
24,308
+2,475
254
$3.29M 0.04%
16,635
+2,943
255
$3.16M 0.03%
7,548
+1,237
256
$3.13M 0.03%
75,821
+4,126
257
$3.12M 0.03%
35,383
+3,792
258
$3.11M 0.03%
+83,987
259
$3.11M 0.03%
+94,414
260
$3.1M 0.03%
34,176
+3,846
261
$2.98M 0.03%
32,249
+4,177
262
$2.96M 0.03%
+84,227
263
$2.96M 0.03%
21,504
+1,689
264
$2.96M 0.03%
+57,293
265
$2.95M 0.03%
8,765
-19,137
266
$2.93M 0.03%
85,580
+38,468
267
$2.92M 0.03%
5,586
+688
268
$2.9M 0.03%
15,770
+1,888
269
$2.89M 0.03%
75,455
+27,309
270
$2.81M 0.03%
29,050
+5,221
271
$2.8M 0.03%
9,612
-32,763
272
$2.74M 0.03%
98,417
+9,859
273
$2.73M 0.03%
12,820
-24,876
274
$2.7M 0.03%
13,169
+2,920
275
$2.67M 0.03%
12,571
+1,562
9 10
11
12 13