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
76
$33.9M 0.36%
439,909
+85,956
77
$31.4M 0.34%
334,215
+208,850
78
$31.2M 0.33%
162,807
+13,102
79
$31M 0.33%
180,652
+12,072
80
$30.9M 0.33%
89,069
-12,837
81
$30.5M 0.33%
541,246
+34,128
82
$30.4M 0.32%
481,149
+21,176
83
$30.1M 0.32%
57,500
-14,814
84
$29.8M 0.32%
281,337
+12,047
85
$29.4M 0.31%
67,139
+4,828
86
$29M 0.31%
116,048
-11,323
87
$28.6M 0.31%
213,860
+17,072
88
$28.6M 0.3%
349,503
+69,340
89
$28M 0.3%
528,052
+10,667
90
$27.8M 0.3%
1,994,687
+100,141
91
$27.8M 0.3%
+140,519
92
$27.8M 0.3%
142,682
+12,534
93
$26.7M 0.28%
36,431
+4,249
94
$25.5M 0.27%
171,643
+10,989
95
$25.4M 0.27%
178,570
+11,454
96
$24.3M 0.26%
141,435
+8,741
97
$24.1M 0.26%
328,821
-388,768
98
$24M 0.26%
84,438
+4,784
99
$23.7M 0.25%
115,679
+9,228
100
$23.6M 0.25%
144,700
+10,130
2 3
4
5 6