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
76
$21.4M 0.4%
156,703
+149,762
77
$21.4M 0.39%
90,912
+22,341
78
$21M 0.39%
89,640
-26,108
79
$20.8M 0.38%
71,074
-1,113
80
$20.1M 0.37%
1,593,479
-132,578
81
$19.8M 0.37%
113,349
+33,253
82
$19.6M 0.36%
42,143
+34,372
83
$19.4M 0.36%
517,372
+443,921
84
$18.7M 0.35%
71,634
-6,832
85
$18.7M 0.34%
103,005
-693
86
$17.8M 0.33%
83,848
-594
87
$17.5M 0.32%
106,382
+937
88
$17.4M 0.32%
61,518
-26,116
89
$17M 0.31%
111,131
+8,196
90
$16.9M 0.31%
65,053
+437
91
$16.8M 0.31%
85,408
-856
92
$16.6M 0.31%
138,291
-10,211
93
$16.1M 0.3%
372,421
+13,294
94
$15.8M 0.29%
41,648
-3,249
95
$15.7M 0.29%
320,743
-4,242
96
$15.7M 0.29%
129,490
-153
97
$15.7M 0.29%
146,292
-841
98
$15.6M 0.29%
213,933
-14,268
99
$15.1M 0.28%
99,078
+336
100
$15.1M 0.28%
69,323
+10,643
2 3
4
5 6