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
326
$1.42M 0.02%
42,923
-44,820
327
$1.42M 0.02%
38,900
+449
328
$1.41M 0.02%
36,432
+30,727
329
$1.41M 0.02%
+23,235
330
$1.4M 0.02%
10,629
+270
331
$1.35M 0.02%
+16,495
332
$1.34M 0.02%
+8,685
333
$1.33M 0.02%
84,333
+1,854
334
$1.28M 0.02%
17,081
-98
335
$1.28M 0.02%
66,255
-1,841
336
$1.28M 0.02%
74,040
337
$1.25M 0.02%
+36,432
338
$1.25M 0.02%
10,437
+6,978
339
$1.24M 0.02%
+65,461
340
$1.24M 0.02%
16,301
+496
341
$1.23M 0.02%
6,711
-6,917
342
$1.22M 0.02%
21,249
+1,232
343
$1.2M 0.02%
28,404
+895
344
$1.2M 0.02%
44,235
-301
345
$1.19M 0.02%
+33,335
346
$1.17M 0.02%
48,891
+2,404
347
$1.16M 0.02%
30,420
+1,996
348
$1.16M 0.02%
23,516
+1,289
349
$1.14M 0.02%
+10,088
350
$1.13M 0.02%
17,663
-2,004
12 13
14
15 16