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
426
$464K 0.01%
1,376
-4,250
427
$460K 0.01%
10,170
-7,753
428
$452K 0.01%
4,634
+864
429
$450K 0.01%
+12,548
430
$450K 0.01%
13,430
-2,032
431
$441K 0.01%
22,278
-722
432
$440K 0.01%
1,402
-4,538
433
$439K 0.01%
67,724
-2,470
434
$432K 0.01%
741
435
$414K 0.01%
20,865
-177
436
$407K 0.01%
3,189
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437
$405K 0.01%
+5,740
438
$405K 0.01%
+1,210
439
$399K 0.01%
12,908
-986
440
$398K 0.01%
11,831
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441
$396K 0.01%
5,065
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442
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5,410
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443
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24,080
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444
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445
$385K 0.01%
10,674
-1,926
446
$378K 0.01%
15,888
-2,700
447
$375K 0.01%
22,016
-4,200
448
$371K 0.01%
3,042
+186
449
$363K 0.01%
5,441
+4
450
$356K 0.01%
3,472
+966
16 17
18
19 20