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
76
$25.1M 0.41%
51,224
+25,052
77
$24.3M 0.39%
170,952
-33,536
78
$23.3M 0.38%
98,405
-21,151
79
$22.8M 0.37%
100,713
+6,897
80
$22.8M 0.37%
93,148
+32,023
81
$22.7M 0.37%
1,587,928
+79,346
82
$22M 0.36%
197,173
+28,499
83
$21.8M 0.35%
522,131
+8,114
84
$21.7M 0.35%
113,058
+4,826
85
$21.4M 0.35%
129,525
+1,287
86
$21.2M 0.34%
154,994
+6,624
87
$20.1M 0.33%
84,626
+3,028
88
$19.9M 0.32%
46,454
+5,875
89
$19.3M 0.31%
64,620
-322
90
$19M 0.31%
68,836
-20,077
91
$18.7M 0.3%
85,420
+3,993
92
$18.2M 0.29%
103,499
+4,616
93
$18.1M 0.29%
128,807
+5,027
94
$17.7M 0.29%
101,610
+5,519
95
$17.7M 0.29%
72,165
+4,085
96
$17.3M 0.28%
70,775
+34,795
97
$16.9M 0.27%
99,633
+4,424
98
$16.2M 0.26%
103,901
+1,534
99
$16.1M 0.26%
195,970
-16,879
100
$16M 0.26%
110,540
+6,602
2 3
4
5 6