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
$9.38B
AUM Growth
+$1.26B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
730
New
Increased
Reduced
Closed

Top Buys

1
+$33.7M
2
+$27.8M
3
+$25.6M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$22.4M
5
NFLX icon
Netflix
NFLX
+$20.1M

Top Sells

1
+$52.1M
2
+$30M
3
+$28.5M
4
MDLZ icon
Mondelez International
MDLZ
+$28.1M
5
PLD icon
Prologis
PLD
+$14M

Sector Composition

1 Technology 21.92%
2 Financials 15.45%
3 Healthcare 11.24%
4 Industrials 10.19%
5 Consumer Discretionary 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$733K 0.01%
7,527
-967
427
$723K 0.01%
24,416
+4,480
428
$705K 0.01%
8,213
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430
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+23,000
431
$676K 0.01%
+19,092
432
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+11,569
433
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16,915
434
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+12,724
435
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-385
436
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23,484
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437
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439
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440
$647K 0.01%
18,057
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441
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8,105
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442
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443
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448
$626K 0.01%
2,457
-279
449
$622K 0.01%
5,080
-1,670
450
$612K 0.01%
11,270
+385
16 17
18
19 20