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
376
$913K 0.01%
10,748
+4,861
377
$911K 0.01%
+40,249
378
$894K 0.01%
27,192
+4,920
379
$890K 0.01%
+30,882
380
$882K 0.01%
2,491
+1,508
381
$875K 0.01%
+23,833
382
$874K 0.01%
84,443
-476
383
$869K 0.01%
28,567
+1,330
384
$858K 0.01%
+24,204
385
$851K 0.01%
25,130
+863
386
$842K 0.01%
+7,112
387
$841K 0.01%
11,112
-123
388
$840K 0.01%
+2,968
389
$825K 0.01%
27,490
+2,944
390
$821K 0.01%
+35,310
391
$819K 0.01%
18,082
-1,409,634
392
$818K 0.01%
24,342
-434
393
$817K 0.01%
+9,725
394
$803K 0.01%
6,929
-39,221
395
$794K 0.01%
5,440
+20
396
$782K 0.01%
+19,564
397
$775K 0.01%
+54,393
398
$770K 0.01%
+9,573
399
$769K 0.01%
23,750
+1,178
400
$768K 0.01%
+32,432
14 15
16
17 18