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
601
$204K ﹤0.01%
+799
602
$204K ﹤0.01%
1,662
-1,021
603
$187K ﹤0.01%
14,171
+138
604
$184K ﹤0.01%
10,297
+259
605
$178K ﹤0.01%
27,615
+529
606
$176K ﹤0.01%
49,900
607
$175K ﹤0.01%
12,619
+82
608
$174K ﹤0.01%
19,219
609
$167K ﹤0.01%
+15,417
610
$166K ﹤0.01%
+10,546
611
$165K ﹤0.01%
+23,938
612
$153K ﹤0.01%
14,567
+3,900
613
$141K ﹤0.01%
+12,389
614
$132K ﹤0.01%
29,769
-172,568
615
$132K ﹤0.01%
+18,894
616
$122K ﹤0.01%
+23,173
617
$96.5K ﹤0.01%
+38,585
618
$96.1K ﹤0.01%
21,646
619
$92.3K ﹤0.01%
+15,209
620
$89.7K ﹤0.01%
+16,304
621
$87.5K ﹤0.01%
+18,457
622
$80.1K ﹤0.01%
19,248
+2,695
623
$71.6K ﹤0.01%
+16,607
624
$67.2K ﹤0.01%
775
625
$56.7K ﹤0.01%
+10,332
23 24
25
26 27