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
$6.18B
AUM Growth
+$560M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
630
New
Increased
Reduced
Closed

Top Buys

1
+$31.2M
2
+$28.8M
3
+$15.5M
4
ISRG icon
Intuitive Surgical
ISRG
+$14.1M
5
XOM icon
Exxon Mobil
XOM
+$13.6M

Top Sells

1
+$63.8M
2
+$19.7M
3
+$8.58M
4
MRK icon
Merck
MRK
+$8.4M
5
BBY icon
Best Buy
BBY
+$8.28M

Sector Composition

1 Technology 17.64%
2 Financials 17.57%
3 Healthcare 12.75%
4 Consumer Staples 9.82%
5 Consumer Discretionary 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$39.6M 0.64%
592,285
+29,071
52
$38.9M 0.63%
615,118
+39,985
53
$37.8M 0.61%
128,087
+37,534
54
$36.8M 0.6%
315,365
+14,894
55
$35.9M 0.58%
618,767
+31,520
56
$34.7M 0.56%
337,102
+3,274
57
$33.5M 0.54%
485,923
+23,480
58
$33.4M 0.54%
701,780
+8,630
59
$33.1M 0.54%
176,000
+8,094
60
$32.6M 0.53%
445,808
+4,763
61
$32.2M 0.52%
842,390
+47,071
62
$31.8M 0.52%
369,442
+23,054
63
$31.5M 0.51%
526,878
+29,175
64
$31.2M 0.51%
+674,568
65
$31.2M 0.51%
654,901
+13,612
66
$31.1M 0.5%
2,714,314
+31,614
67
$30.8M 0.5%
107,069
+1,067
68
$29.3M 0.47%
614,460
-94,430
69
$29.3M 0.47%
304,234
+14,490
70
$28.8M 0.47%
+1,174,552
71
$27.4M 0.44%
387,263
+20,406
72
$27.1M 0.44%
201,693
-1,428
73
$25.8M 0.42%
88,574
-5,079
74
$25.5M 0.41%
446,823
+4,229
75
$25.1M 0.41%
162,649
+7,271
1 2
3
4 5