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
526
$281K ﹤0.01%
+36,977
527
$280K ﹤0.01%
+10,759
528
$280K ﹤0.01%
19,695
+870
529
$279K ﹤0.01%
+2,427
530
$262K ﹤0.01%
+11,031
531
$261K ﹤0.01%
+10,896
532
$259K ﹤0.01%
+187
533
$258K ﹤0.01%
+7,886
534
$255K ﹤0.01%
10,017
-75
535
$254K ﹤0.01%
+3,259
536
$253K ﹤0.01%
3,638
+179
537
$252K ﹤0.01%
3,382
538
$252K ﹤0.01%
+2,645
539
$251K ﹤0.01%
+6,750
540
$251K ﹤0.01%
+13,286
541
$250K ﹤0.01%
+994
542
$248K ﹤0.01%
+1,045
543
$247K ﹤0.01%
+7,934
544
$245K ﹤0.01%
2,876
-48,749
545
$243K ﹤0.01%
+4,828
546
$241K ﹤0.01%
3,800
547
$238K ﹤0.01%
+1,050
548
$237K ﹤0.01%
1,034
-5
549
$236K ﹤0.01%
+347
550
$230K ﹤0.01%
+17,472
20 21
22
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