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
276
$2.27M 0.04%
9,219
+561
277
$2.25M 0.04%
3,679
+205
278
$2.25M 0.04%
11,357
-84
279
$2.23M 0.04%
4,001
-12
280
$2.21M 0.04%
22,770
+388
281
$2.21M 0.04%
84,942
+4,059
282
$2.2M 0.04%
45,296
+1,913
283
$2.17M 0.04%
50,765
-513
284
$2.16M 0.04%
131,560
+6,380
285
$2.16M 0.03%
+36,403
286
$2.14M 0.03%
39,021
+11,896
287
$2.13M 0.03%
44,613
+2,371
288
$2.09M 0.03%
71,302
-214
289
$2.09M 0.03%
55,233
+2,464
290
$2.08M 0.03%
+57,774
291
$2.08M 0.03%
13,356
-229
292
$2.06M 0.03%
53,703
+4,013
293
$2.03M 0.03%
43,759
+2,454
294
$2M 0.03%
+44,420
295
$2M 0.03%
75,116
+20,363
296
$1.99M 0.03%
+143,043
297
$1.95M 0.03%
4,961
+1,299
298
$1.89M 0.03%
17,502
+520
299
$1.87M 0.03%
29,243
+1,231
300
$1.85M 0.03%
14,274
+1,180
10 11
12
13 14