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
551
$286K ﹤0.01%
8,331
+84
552
$282K ﹤0.01%
983
+80
553
$282K ﹤0.01%
21,750
554
$280K ﹤0.01%
5,949
-491
555
$279K ﹤0.01%
+7,599
556
$277K ﹤0.01%
7,193
+242
557
$273K ﹤0.01%
788
-1
558
$272K ﹤0.01%
+3,563
559
$272K ﹤0.01%
10,011
-579
560
$267K ﹤0.01%
+4,110
561
$266K ﹤0.01%
1,447
+21
562
$263K ﹤0.01%
2,487
-35,284
563
$262K ﹤0.01%
738
564
$262K ﹤0.01%
2,026
+20
565
$260K ﹤0.01%
+1,759
566
$257K ﹤0.01%
3,332
+188
567
$257K ﹤0.01%
4,227
+1
568
$256K ﹤0.01%
3,692
-8,131
569
$255K ﹤0.01%
1,022
-2
570
$254K ﹤0.01%
2,492
+19
571
$254K ﹤0.01%
2,500
572
$250K ﹤0.01%
188
-25
573
$249K ﹤0.01%
2,665
574
$244K ﹤0.01%
2,522
-571
575
$244K ﹤0.01%
+30,327
21 22
23
24 25