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
526
$316K ﹤0.01%
2,611
-504
527
$316K ﹤0.01%
22,116
+2,035
528
$310K ﹤0.01%
782
-8,288
529
$309K ﹤0.01%
3,767
-27,427
530
$309K ﹤0.01%
13,104
+132
531
$309K ﹤0.01%
889
-31
532
$307K ﹤0.01%
887
+15
533
$306K ﹤0.01%
3,457
+480
534
$306K ﹤0.01%
17,242
+521
535
$305K ﹤0.01%
+7,915
536
$304K ﹤0.01%
+11,786
537
$303K ﹤0.01%
653
-47
538
$303K ﹤0.01%
632
-105
539
$302K ﹤0.01%
+18,130
540
$299K ﹤0.01%
+715
541
$296K ﹤0.01%
+19,906
542
$295K ﹤0.01%
+410
543
$295K ﹤0.01%
+813
544
$294K ﹤0.01%
+10,000
545
$293K ﹤0.01%
1,375
-327
546
$291K ﹤0.01%
+1,012
547
$289K ﹤0.01%
21,439
+7,375
548
$288K ﹤0.01%
+5,679
549
$287K ﹤0.01%
1,423
-671
550
$287K ﹤0.01%
4,971
-228
20 21
22
23 24