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
426
$599K 0.01%
2,593
-234
427
$596K 0.01%
9,138
-4
428
$589K 0.01%
4,204
-557
429
$588K 0.01%
+49,753
430
$582K 0.01%
7,257
-101
431
$575K 0.01%
+31,059
432
$572K 0.01%
4,755
+1,543
433
$570K 0.01%
36,768
+255
434
$570K 0.01%
+8,153
435
$568K 0.01%
19,976
436
$559K 0.01%
21,376
437
$557K 0.01%
+13,122
438
$556K 0.01%
+38,191
439
$556K 0.01%
+23,274
440
$551K 0.01%
4,042
-1,430
441
$550K 0.01%
2,781
-33,555
442
$542K 0.01%
+25,329
443
$542K 0.01%
16,474
-8,957
444
$535K 0.01%
20,028
+1,046
445
$535K 0.01%
1,970
+304
446
$529K 0.01%
5,810
+1,299
447
$524K 0.01%
+12,368
448
$520K 0.01%
+7,325
449
$514K 0.01%
5,670
450
$507K 0.01%
+5,679
16 17
18
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