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
401
$591K 0.01%
40,041
-3,464
402
$591K 0.01%
39,166
+17,721
403
$584K 0.01%
13,804
-175
404
$581K 0.01%
6,398
-843
405
$577K 0.01%
+7,317
406
$574K 0.01%
26,862
+7,188
407
$572K 0.01%
+24,614
408
$571K 0.01%
18,636
+1,395
409
$569K 0.01%
+26,985
410
$568K 0.01%
+14,620
411
$554K 0.01%
9,354
-294
412
$546K 0.01%
4,580
-568
413
$541K 0.01%
26,268
+12,813
414
$539K 0.01%
64,590
-8,972
415
$522K 0.01%
+9,698
416
$521K 0.01%
36,618
-6,463
417
$516K 0.01%
3,014
+196
418
$513K 0.01%
4,552
-746
419
$506K 0.01%
9,111
-13,251
420
$501K 0.01%
50,767
-14,634
421
$495K 0.01%
362,839
-50,441
422
$491K 0.01%
14,837
+444
423
$486K 0.01%
+19,733
424
$481K 0.01%
13,402
-2,338
425
$471K 0.01%
2,403
-2,054
15 16
17
18 19