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
326
$1.22M 0.02%
254,339
+30,638
327
$1.22M 0.02%
80,292
+45,390
328
$1.19M 0.02%
10,146
-463
329
$1.15M 0.02%
13,762
+7,459
330
$1.14M 0.02%
+41,415
331
$1.13M 0.02%
11,960
-69
332
$1.12M 0.02%
15,329
+9,156
333
$1.11M 0.02%
22,089
-1,238
334
$1.11M 0.02%
+4,695
335
$1.11M 0.02%
89,099
+44,661
336
$1.11M 0.02%
17,862
-1,138
337
$1.1M 0.02%
62,966
-1,192
338
$1.08M 0.02%
15,469
-2,455
339
$1.07M 0.02%
+21,104
340
$1.05M 0.02%
150,542
-16,546
341
$1.05M 0.02%
18,185
+13,383
342
$1.05M 0.02%
15,700
+6,692
343
$1.04M 0.02%
18,888
+11,550
344
$1.04M 0.02%
40,482
-884
345
$1.04M 0.02%
+23,410
346
$1.02M 0.02%
82,591
+51,335
347
$994K 0.02%
12,538
-1,079
348
$987K 0.02%
+12,971
349
$986K 0.02%
5,700
-9,134
350
$985K 0.02%
+14,673
12 13
14
15 16