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
376
$775K 0.01%
62,613
-2,284
377
$772K 0.01%
19,144
-2,485
378
$767K 0.01%
42,942
-13,675
379
$745K 0.01%
25,520
+16,327
380
$740K 0.01%
23,748
+12,219
381
$739K 0.01%
+14,709
382
$736K 0.01%
16,179
-590
383
$736K 0.01%
+29,941
384
$717K 0.01%
+9,655
385
$717K 0.01%
+84,290
386
$714K 0.01%
16,139
-1,875
387
$712K 0.01%
9,464
-1,186
388
$704K 0.01%
21,702
-7,029
389
$690K 0.01%
5,317
-1,411
390
$662K 0.01%
10,625
-369
391
$643K 0.01%
+18,840
392
$636K 0.01%
22,946
-455
393
$633K 0.01%
27,321
+379
394
$630K 0.01%
+83,705
395
$621K 0.01%
41,038
-11,802
396
$619K 0.01%
+16,707
397
$614K 0.01%
+9,054
398
$614K 0.01%
20,849
-34,893
399
$614K 0.01%
5,420
-80
400
$597K 0.01%
644
-50
14 15
16
17 18