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
301
$1.84M 0.03%
29,263
-6,171
302
$1.83M 0.03%
57,282
+545
303
$1.81M 0.03%
20,427
+121
304
$1.79M 0.03%
85,463
+37,308
305
$1.78M 0.03%
19,082
+799
306
$1.75M 0.03%
21,018
+8,325
307
$1.75M 0.03%
+29,661
308
$1.74M 0.03%
+18,529
309
$1.67M 0.03%
15,444
+832
310
$1.67M 0.03%
24,497
-675
311
$1.66M 0.03%
23,714
-22,050
312
$1.65M 0.03%
20,391
+864
313
$1.61M 0.03%
24,088
+18,356
314
$1.6M 0.03%
+4,633
315
$1.54M 0.02%
+40,188
316
$1.54M 0.02%
24,291
+633
317
$1.53M 0.02%
31,579
+1,451
318
$1.5M 0.02%
80,130
+2,041
319
$1.49M 0.02%
+24,072
320
$1.49M 0.02%
29,358
-326
321
$1.46M 0.02%
15,949
-24,191
322
$1.45M 0.02%
46,065
+1,418
323
$1.44M 0.02%
43,874
+2,410
324
$1.43M 0.02%
31,503
+154
325
$1.43M 0.02%
+27,868
11 12
13
14 15