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
651
– –
-4,093
652
– –
-16,518
653
– –
-7,000
654
– –
-6,961
655
– –
-5,015
656
– –
-46,977
657
– –
-77,179
658
– –
-20,911
659
– –
-1,770
660
– –
-1,512
661
– –
-1,187
662
– –
-16,650
663
– –
-152,947
664
– –
-42,244
665
– –
-59,862
666
– –
-7,657
667
– –
-19,468
668
– –
-4,894
669
– –
-16,450
670
– –
-1,977
671
– –
-6,240
672
– –
-4,876
673
– –
-101,945
674
– –
-53,734
675
– –
-7,686
25 26
27
28 29