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
626
$55.1K ﹤0.01%
+18,318
627
$31.5K ﹤0.01%
+706
628
$1.05K ﹤0.01%
+286
629
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-18,480
630
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-29,667
631
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-10,752
632
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-17,847
633
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-34,752
634
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-17,198
635
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-31,916
636
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-15,922
637
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-20,268
638
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-3,354
639
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-16,518
640
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-7,000
641
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642
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643
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645
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646
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647
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648
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649
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650
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-6,001
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