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
$5.42B
AUM Growth
+$484M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
605
New
Increased
Reduced
Closed

Top Buys

1
+$49.5M
2
+$29.2M
3
+$20.5M
4
FNF icon
Fidelity National Financial
FNF
+$16.7M
5
TMO icon
Thermo Fisher Scientific
TMO
+$16M

Top Sells

1
+$42.6M
2
+$27.6M
3
+$15.2M
4
MRK icon
Merck
MRK
+$11.8M
5
ADBE icon
Adobe
ADBE
+$11M

Sector Composition

1 Technology 17.28%
2 Financials 16.07%
3 Healthcare 14.1%
4 Consumer Staples 11.55%
5 Consumer Discretionary 8.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$35.9M 0.66%
2,748,400
+48,720
52
$35M 0.65%
847,956
-86,970
53
$33.7M 0.62%
716,351
+74,406
54
$33.7M 0.62%
336,271
-10,928
55
$33.7M 0.62%
226,193
-8,445
56
$33.4M 0.62%
2,841,518
-78,880
57
$32.5M 0.6%
742,350
-9,580
58
$31.7M 0.59%
544,086
-16,155
59
$30.6M 0.56%
112,021
-4,256
60
$30.4M 0.56%
439,079
-44,609
61
$30.3M 0.56%
330,268
-13,792
62
$29M 0.54%
111,988
-38,111
63
$29M 0.53%
2,119,218
-209,810
64
$28.1M 0.52%
203,283
+3,622
65
$28M 0.52%
481,381
-106,991
66
$27.4M 0.51%
184,376
-6,353
67
$27.4M 0.51%
317,239
+2,679
68
$27M 0.5%
658,443
-42,051
69
$25.8M 0.48%
320,655
-11,477
70
$24.5M 0.45%
824,280
-175,655
71
$23.3M 0.43%
378,119
-33,061
72
$22.3M 0.41%
61,328
-16
73
$22M 0.41%
161,057
-637
74
$21.7M 0.4%
97,687
+34,386
75
$21.7M 0.4%
153,320
+20,152
1 2
3
4 5