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
26
$54.6M 1.01%
465,802
-16,903
27
$53.6M 0.99%
1,151,308
-84,753
28
$53.3M 0.98%
2,167,812
-72,168
29
$52.8M 0.97%
426,666
-16,118
30
$52.3M 0.97%
670,091
-41,625
31
$52.1M 0.96%
628,748
-31,142
32
$51.9M 0.96%
225,945
-17,955
33
$49.8M 0.92%
772,518
+768,289
34
$48.7M 0.9%
488,367
-14,964
35
$48.6M 0.9%
305,292
-10,601
36
$47.6M 0.88%
134,105
-30,204
37
$46.7M 0.86%
170,920
-12,688
38
$46.1M 0.85%
1,520,748
-76,209
39
$45.5M 0.84%
2,094,911
-150,527
40
$45.2M 0.83%
1,168,386
-36,104
41
$44.9M 0.83%
767,568
-29,217
42
$43.3M 0.8%
333,328
+224,997
43
$42.2M 0.78%
1,397,826
-96,143
44
$41.8M 0.77%
612,028
-47,743
45
$40.6M 0.75%
912,115
-40,247
46
$39.3M 0.73%
2,396,003
-205,195
47
$37.3M 0.69%
601,523
-18,281
48
$37.1M 0.68%
530,296
+41,731
49
$36.7M 0.68%
104,591
+1,215
50
$36M 0.66%
899,482
-58,263
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