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
101
$14.8M 0.27%
126,518
-784
102
$14.4M 0.27%
74,206
-26,980
103
$14.3M 0.26%
155,536
-29,897
104
$14.2M 0.26%
165,110
+2,218
105
$14.2M 0.26%
105,466
-611
106
$13.8M 0.26%
36,983
-6,641
107
$13.5M 0.25%
135,391
-52,967
108
$13.3M 0.25%
156,024
-359
109
$12.3M 0.23%
331,086
-139,332
110
$11.7M 0.22%
40,338
+9
111
$11.7M 0.22%
54,999
+422
112
$11.7M 0.22%
88,306
+2,250
113
$11.7M 0.22%
132,252
+364
114
$11M 0.2%
44,104
-651
115
$10.4M 0.19%
125,189
-511,886
116
$10.4M 0.19%
113,883
-34,733
117
$10.4M 0.19%
29,008
-10,985
118
$10M 0.18%
40,879
+515
119
$9.93M 0.18%
45,399
+3,999
120
$9.5M 0.18%
98,592
-721
121
$9.45M 0.17%
62,046
+24,445
122
$9.38M 0.17%
97,453
+548
123
$9.38M 0.17%
137,523
+2,128
124
$9.27M 0.17%
64,246
+23,367
125
$8.79M 0.16%
69,363
-1,292
3 4
5
6 7