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
451
$352K 0.01%
2,931
+11
452
$347K 0.01%
1,799
-65
453
$345K 0.01%
15,198
+330
454
$342K 0.01%
+1,951
455
$341K 0.01%
36,179
-7,995
456
$323K 0.01%
+18,876
457
$322K 0.01%
+6,327
458
$320K 0.01%
+3,238
459
$313K 0.01%
+12,515
460
$312K 0.01%
+22,869
461
$307K 0.01%
1,508
462
$302K 0.01%
11,155
-42,357
463
$302K 0.01%
+6,890
464
$302K 0.01%
2,769
+112
465
$301K 0.01%
11,296
-412
466
$301K 0.01%
4,959
-180
467
$299K 0.01%
796
+3
468
$296K 0.01%
20,189
-736
469
$292K 0.01%
1,727
-27,734
470
$281K 0.01%
10,941
471
$278K 0.01%
785
+1
472
$272K 0.01%
18,263
-54,045
473
$271K 0.01%
11,207
+1,596
474
$269K 0.01%
+9,247
475
$268K ﹤0.01%
+5,516
17 18
19
20 21