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
351
$1.13M 0.02%
20,815
-141
352
$1.13M 0.02%
+5,825
353
$1.11M 0.02%
41,880
+1,307
354
$1.1M 0.02%
+13,925
355
$1.1M 0.02%
18,231
-1,113
356
$1.1M 0.02%
23,648
+1,163
357
$1.09M 0.02%
23,429
+2,898
358
$1.08M 0.02%
17,172
-1,862
359
$1.07M 0.02%
+13,416
360
$1.06M 0.02%
20,020
+1,414
361
$1.05M 0.02%
25,784
+698
362
$1.05M 0.02%
15,484
+162
363
$1.04M 0.02%
49,088
+497
364
$1.03M 0.02%
20,080
-271
365
$1.01M 0.02%
33,339
+1,382
366
$1.01M 0.02%
10,962
-23,710
367
$994K 0.02%
7,838
+4,068
368
$964K 0.02%
9,945
+56
369
$961K 0.02%
+11,925
370
$959K 0.02%
70,515
+5,178
371
$950K 0.02%
11,574
+1,082
372
$943K 0.02%
+29,979
373
$941K 0.02%
7,057
+206
374
$937K 0.02%
10,157
-8,993
375
$921K 0.01%
58,017
+2,998
13 14
15
16 17