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
351
$972K 0.02%
+49,007
352
$972K 0.02%
69,670
-4,493
353
$966K 0.02%
11,562
-3,588
354
$964K 0.02%
8,617
-3,264
355
$947K 0.02%
23,503
-433
356
$946K 0.02%
+34,245
357
$943K 0.02%
+20,235
358
$938K 0.02%
34,104
+1,346
359
$926K 0.02%
22,523
-3,070
360
$925K 0.02%
17,700
-7,441
361
$906K 0.02%
12,503
-2,499
362
$897K 0.02%
6,854
-38
363
$886K 0.02%
4,967
+588
364
$881K 0.02%
22,845
-1,743
365
$871K 0.02%
4,059
+428
366
$868K 0.02%
37,797
-16,311
367
$859K 0.02%
+23,850
368
$850K 0.02%
16,885
+5,244
369
$844K 0.02%
15,220
+5,253
370
$831K 0.02%
32,758
-7,784
371
$818K 0.02%
+24,178
372
$818K 0.02%
+64,298
373
$804K 0.01%
13,407
-1,907
374
$804K 0.01%
39,524
-8,659
375
$801K 0.01%
63,802
-96,063
13 14
15
16 17