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
476
$411K 0.01%
1,789
+39
477
$409K 0.01%
4,504
+528
478
$408K 0.01%
+8,479
479
$406K 0.01%
1,848
+820
480
$399K 0.01%
2,981
-12,226
481
$398K 0.01%
10,941
482
$397K 0.01%
+8,082
483
$393K 0.01%
3,472
484
$391K 0.01%
+27,287
485
$389K 0.01%
14,260
+238
486
$380K 0.01%
20,935
-109,385
487
$378K 0.01%
+7,016
488
$376K 0.01%
13,240
+675
489
$367K 0.01%
20,144
-648
490
$361K 0.01%
+815
491
$359K 0.01%
+8,146
492
$357K 0.01%
3,106
-72,063
493
$357K 0.01%
+6,320
494
$357K 0.01%
15,350
-76
495
$349K 0.01%
1,508
496
$348K 0.01%
1,604
+533
497
$348K 0.01%
+3,396
498
$347K 0.01%
13,314
-1,356
499
$345K 0.01%
+4,190
500
$345K 0.01%
+9,409
18 19
20
21 22