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
301
$2.16M 0.02%
+157,001
302
$2.12M 0.02%
46,305
+6,620
303
$2.11M 0.02%
24,551
+3,796
304
$2.07M 0.02%
12,768
+1,979
305
$2.06M 0.02%
25,284
+5,712
306
$2.06M 0.02%
+40,959
307
$2.06M 0.02%
459,800
+67,357
308
$2.05M 0.02%
14,585
+2,779
309
$2.03M 0.02%
+86,671
310
$2.03M 0.02%
51,540
+7,254
311
$2.02M 0.02%
25,090
-495
312
$1.96M 0.02%
61,868
+28,266
313
$1.96M 0.02%
170,847
+131,080
314
$1.96M 0.02%
103,549
+26,070
315
$1.95M 0.02%
18,665
+2,192
316
$1.94M 0.02%
+19,327
317
$1.93M 0.02%
260,670
+66,172
318
$1.91M 0.02%
55,149
+5,286
319
$1.91M 0.02%
22,151
+3,115
320
$1.91M 0.02%
6,355
-15,642
321
$1.9M 0.02%
29,468
+5,536
322
$1.88M 0.02%
19,771
+14,609
323
$1.87M 0.02%
+282,846
324
$1.85M 0.02%
29,305
+6,040
325
$1.83M 0.02%
7,035
-159
11 12
13
14 15