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
26
$64.5M 1.04%
1,564,726
+28,054
27
$63.6M 1.03%
2,106,409
+56,476
28
$62.5M 1.01%
3,145,360
+503,000
29
$61.1M 0.99%
1,003,946
+66,555
30
$59.8M 0.97%
531,258
+11,757
31
$59.8M 0.97%
603,475
+30,366
32
$58.4M 0.94%
699,572
+122,804
33
$57.4M 0.93%
294,006
+1,977
34
$55.9M 0.9%
467,503
+6,692
35
$55.3M 0.89%
394,645
+11,517
36
$54.7M 0.89%
441,001
+4,366
37
$54.6M 0.88%
902,585
+45,320
38
$52.8M 0.85%
2,557,684
+236,362
39
$49.5M 0.8%
326,812
+16,068
40
$47.9M 0.78%
649,905
-48,637
41
$47.2M 0.76%
880,198
+9,924
42
$46.2M 0.75%
537,957
+26,894
43
$46.1M 0.75%
2,118,795
+46,351
44
$45.7M 0.74%
843,943
+43,163
45
$45.2M 0.73%
723,134
+35,190
46
$44M 0.71%
109,938
+3,555
47
$42.7M 0.69%
768,929
+10,950
48
$42.6M 0.69%
112,623
-3,153
49
$41.2M 0.67%
2,261,335
+108,950
50
$41.1M 0.66%
215,337
+9,484
1
2
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