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
501
$400K ﹤0.01%
+5,176
502
$398K ﹤0.01%
1,895
-17,529
503
$397K ﹤0.01%
+5,561
504
$396K ﹤0.01%
21,562
+4,134
505
$390K ﹤0.01%
16,808
-80
506
$389K ﹤0.01%
13,057
+3,055
507
$389K ﹤0.01%
13,549
508
$388K ﹤0.01%
1,970
509
$386K ﹤0.01%
899
-6
510
$380K ﹤0.01%
3,928
+21
511
$379K ﹤0.01%
2,952
-1,015
512
$376K ﹤0.01%
17,268
+6,620
513
$369K ﹤0.01%
+5,339
514
$368K ﹤0.01%
3,421
-559
515
$368K ﹤0.01%
4,296
-84
516
$366K ﹤0.01%
9,094
-22,181
517
$362K ﹤0.01%
24,454
+9,468
518
$361K ﹤0.01%
4,259
+19
519
$351K ﹤0.01%
13,059
-9,870
520
$337K ﹤0.01%
606
+20
521
$337K ﹤0.01%
1,907
+2
522
$334K ﹤0.01%
2,136
-55
523
$334K ﹤0.01%
2,177
+357
524
$325K ﹤0.01%
5,350
-19,780
525
$322K ﹤0.01%
3,578
+38
19 20
21
22 23