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
576
$241K ﹤0.01%
1,839
+3
577
$238K ﹤0.01%
1,936
+2
578
$236K ﹤0.01%
+5,194
579
$235K ﹤0.01%
1,234
-122
580
$235K ﹤0.01%
2,085
-9
581
$234K ﹤0.01%
3,767
+17
582
$231K ﹤0.01%
+7,918
583
$226K ﹤0.01%
6,234
+120
584
$224K ﹤0.01%
904
-293
585
$223K ﹤0.01%
3,499
586
$223K ﹤0.01%
3,800
587
$221K ﹤0.01%
+2,761
588
$219K ﹤0.01%
+1,564
589
$219K ﹤0.01%
+4,840
590
$217K ﹤0.01%
6,719
-140,976
591
$216K ﹤0.01%
2,565
+1
592
$215K ﹤0.01%
17,987
-273,128
593
$211K ﹤0.01%
845
-45,092
594
$210K ﹤0.01%
2,734
-475
595
$210K ﹤0.01%
+912
596
$210K ﹤0.01%
+8,432
597
$206K ﹤0.01%
+5,556
598
$206K ﹤0.01%
+4,063
599
$205K ﹤0.01%
+8,081
600
$205K ﹤0.01%
+5,935
22 23
24
25 26