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
501
$343K 0.01%
7,020
+350
502
$343K 0.01%
3,881
+1,377
503
$343K 0.01%
+14,180
504
$335K 0.01%
+19,228
505
$334K 0.01%
14,390
+748
506
$328K 0.01%
+2,801
507
$326K 0.01%
+12,728
508
$325K 0.01%
+12,689
509
$322K 0.01%
+5,086
510
$322K 0.01%
11,109
+457
511
$318K 0.01%
+5,971
512
$315K 0.01%
3,860
-6,167
513
$314K 0.01%
4,764
514
$312K 0.01%
3,634
-12
515
$310K 0.01%
6,998
-444,377
516
$310K 0.01%
778
-146
517
$305K ﹤0.01%
6,751
+1,310
518
$300K ﹤0.01%
+19,210
519
$298K ﹤0.01%
10,120
-1,417
520
$293K ﹤0.01%
1,103
521
$289K ﹤0.01%
+3,391
522
$288K ﹤0.01%
+1,029
523
$288K ﹤0.01%
1,049
+47
524
$287K ﹤0.01%
585
+24
525
$285K ﹤0.01%
+14,951
19 20
21
22 23