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
451
$501K 0.01%
+14,219
452
$500K 0.01%
+24,955
453
$486K 0.01%
2,932
-1,278
454
$486K 0.01%
22,215
-93
455
$484K 0.01%
+65,014
456
$478K 0.01%
+3,951
457
$478K 0.01%
870
-4,383
458
$477K 0.01%
741
459
$476K 0.01%
+3,961
460
$475K 0.01%
4,739
461
$473K 0.01%
+10,244
462
$469K 0.01%
4,896
-78
463
$469K 0.01%
+5,755
464
$462K 0.01%
20,277
-300
465
$454K 0.01%
+4,214
466
$450K 0.01%
+21,937
467
$449K 0.01%
2,831
-262
468
$448K 0.01%
3,023
+103
469
$447K 0.01%
18,461
470
$425K 0.01%
16,851
471
$425K 0.01%
4,773
+2,054
472
$424K 0.01%
+11,540
473
$422K 0.01%
+5,483
474
$421K 0.01%
22,741
-3,096
475
$413K 0.01%
12,150
17 18
19
20 21