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
26
$92.5M 0.99%
1,853,385
+40,868
27
$88.8M 0.95%
1,237,925
+34,340
28
$84.9M 0.91%
501,389
+49,572
29
$81.6M 0.87%
1,945,155
+104,500
30
$79.8M 0.85%
2,104,011
+121,640
31
$76.2M 0.81%
269,805
+8,024
32
$74.8M 0.8%
96,158
+8,762
33
$74.3M 0.79%
1,283,087
+70,034
34
$73.5M 0.78%
750,002
+261,741
35
$71.7M 0.76%
1,171,515
+49,093
36
$71.4M 0.76%
779,010
+22,723
37
$64.5M 0.69%
1,487,494
+52,377
38
$62.8M 0.67%
1,405,920
+67,786
39
$61.4M 0.66%
1,657,152
+28,663
40
$60.8M 0.65%
706,238
+391,461
41
$60.8M 0.65%
1,001,100
+330,560
42
$59.6M 0.64%
368,926
+16,249
43
$58.2M 0.62%
463,647
+25,141
44
$58.1M 0.62%
2,092,695
+123,684
45
$58.1M 0.62%
510,776
+31,734
46
$57.3M 0.61%
1,538,951
+78,534
47
$56M 0.6%
318,538
+34,217
48
$54.3M 0.58%
4,086,096
+245,717
49
$54.2M 0.58%
174,175
+40,907
50
$52.6M 0.56%
275,432
+5,972
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2
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