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
276
$2.67M 0.03%
21,265
+3,611
277
$2.66M 0.03%
167,166
+55,079
278
$2.65M 0.03%
+140,897
279
$2.63M 0.03%
10,151
+1,122
280
$2.61M 0.03%
63,146
+16,964
281
$2.59M 0.03%
51,258
-893
282
$2.56M 0.03%
53,415
+9,444
283
$2.55M 0.03%
23,249
+7,064
284
$2.53M 0.03%
38,521
+24,728
285
$2.51M 0.03%
6,209
+882
286
$2.47M 0.03%
5,139
-1,712
287
$2.44M 0.03%
82,016
-3,354
288
$2.44M 0.03%
18,178
+2,008
289
$2.42M 0.03%
117,198
290
$2.42M 0.03%
4,611
+966
291
$2.42M 0.03%
46,719
+8,708
292
$2.39M 0.03%
35,806
+6,516
293
$2.32M 0.02%
6,327
+835
294
$2.31M 0.02%
+26,882
295
$2.26M 0.02%
78,837
+13,505
296
$2.25M 0.02%
43,652
-51,510
297
$2.18M 0.02%
195,766
+24,646
298
$2.18M 0.02%
4,324
-16,803
299
$2.17M 0.02%
5,294
+277
300
$2.17M 0.02%
188,872
+25,289
10 11
12
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