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
401
$765K 0.01%
18,790
+1,041
402
$762K 0.01%
19,813
+712
403
$756K 0.01%
+8,123
404
$749K 0.01%
45,072
-9,569
405
$745K 0.01%
17,433
+10,257
406
$742K 0.01%
+18,367
407
$740K 0.01%
1,721
+922
408
$732K 0.01%
9,852
+4,099
409
$729K 0.01%
9,200
+1,840
410
$710K 0.01%
+17,392
411
$706K 0.01%
+23,329
412
$699K 0.01%
8,863
-105
413
$699K 0.01%
+44,919
414
$698K 0.01%
3,125
+307
415
$678K 0.01%
+33,550
416
$669K 0.01%
+19,436
417
$667K 0.01%
+21,275
418
$665K 0.01%
7,767
+1,708
419
$662K 0.01%
17,158
+817
420
$634K 0.01%
+16,400
421
$623K 0.01%
11,780
-110,970
422
$619K 0.01%
+10,702
423
$615K 0.01%
11,318
+620
424
$613K 0.01%
5,950
+356
425
$600K 0.01%
7,706
+3,332
15 16
17
18 19