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
301
$1.54M 0.03%
35,492
-268
302
$1.54M 0.03%
76,199
-12,696
303
$1.54M 0.03%
11,810
+118
304
$1.53M 0.03%
+16,465
305
$1.52M 0.03%
8,720
-267
306
$1.51M 0.03%
+15,435
307
$1.45M 0.03%
13,668
-569
308
$1.44M 0.03%
97,115
+61,765
309
$1.44M 0.03%
110,680
+2,046
310
$1.4M 0.03%
29,333
-1,748
311
$1.4M 0.03%
45,397
+38,513
312
$1.37M 0.03%
+14,488
313
$1.37M 0.03%
36,873
+6,973
314
$1.34M 0.02%
42,337
+532
315
$1.33M 0.02%
10,266
-95
316
$1.33M 0.02%
+23,996
317
$1.32M 0.02%
+11,390
318
$1.32M 0.02%
30,821
+4,114
319
$1.31M 0.02%
31,797
-33,553
320
$1.29M 0.02%
14,142
-124
321
$1.29M 0.02%
+31,629
322
$1.28M 0.02%
16,853
-598
323
$1.27M 0.02%
10,465
+67
324
$1.27M 0.02%
13,546
-1,561
325
$1.26M 0.02%
16,398
-164
11 12
13
14 15