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
476
$474K 0.01%
19,709
477
$471K 0.01%
13,657
+7
478
$468K 0.01%
903
-39
479
$468K 0.01%
9,769
+18
480
$463K ﹤0.01%
+8,062
481
$458K ﹤0.01%
57,928
482
$449K ﹤0.01%
12,412
-1,544
483
$448K ﹤0.01%
31,802
+6,283
484
$444K ﹤0.01%
8,324
-561,794
485
$443K ﹤0.01%
+6,393
486
$442K ﹤0.01%
+5,923
487
$439K ﹤0.01%
1,833
+4
488
$434K ﹤0.01%
18,870
+164
489
$430K ﹤0.01%
5,378
-13,462
490
$429K ﹤0.01%
+17,875
491
$429K ﹤0.01%
19,032
+8,259
492
$428K ﹤0.01%
1,449
+153
493
$424K ﹤0.01%
16,789
-344,088
494
$423K ﹤0.01%
9,035
+48
495
$418K ﹤0.01%
9,236
-1,915
496
$418K ﹤0.01%
10,911
497
$409K ﹤0.01%
9,788
+669
498
$408K ﹤0.01%
10,577
-3,668
499
$407K ﹤0.01%
419
-2
500
$401K ﹤0.01%
8,486
+342
18 19
20
21 22