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
51
$52.4M 0.56%
91,641
+6,912
52
$52M 0.55%
2,835,862
+88,849
53
$50.7M 0.54%
102,582
-19,003
54
$50.7M 0.54%
203,109
+7,002
55
$50.4M 0.54%
387,208
-107,350
56
$49.9M 0.53%
89,791
+1,681
57
$48.6M 0.52%
106,889
+3,975
58
$48.5M 0.52%
2,755,860
+138,300
59
$48.1M 0.51%
834,802
+31,957
60
$47.3M 0.5%
542,669
+21,567
61
$44M 0.47%
658,778
+16,649
62
$41.2M 0.44%
180,745
+14,477
63
$41.1M 0.44%
362,239
+7,637
64
$40.3M 0.43%
454,793
+25,541
65
$39.7M 0.42%
607,098
+37,450
66
$38.9M 0.41%
388,008
+11,424
67
$38.5M 0.41%
59,287
+5,470
68
$38M 0.41%
368,907
+31,936
69
$37.2M 0.4%
853,008
+49,905
70
$36.4M 0.39%
286,041
+14,637
71
$35.8M 0.38%
173,853
+11,027
72
$35.2M 0.38%
139,372
+13,666
73
$34.7M 0.37%
290,227
-71,047
74
$34.2M 0.37%
97,755
+5,098
75
$34.2M 0.36%
189,383
+39,546
1 2
3
4 5