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
101
$15.9M 0.26%
63,849
-23,067
102
$15.7M 0.25%
82,096
-34,254
103
$15.6M 0.25%
64,102
-843
104
$15.4M 0.25%
42,457
+2,544
105
$15.4M 0.25%
62,107
+2,011
106
$14.8M 0.24%
271,213
-100,874
107
$14.7M 0.24%
138,358
+3,620
108
$14.1M 0.23%
+46,143
109
$14M 0.23%
27,657
-6,918
110
$13.8M 0.22%
223,495
+10,666
111
$12.9M 0.21%
103,060
+1,220
112
$12.8M 0.21%
157,109
+6,152
113
$12.7M 0.21%
133,284
+4,956
114
$12.7M 0.21%
54,318
+3,167
115
$12.6M 0.2%
134,458
+1,756
116
$12.3M 0.2%
73,131
+225
117
$12.3M 0.2%
118,903
+7,097
118
$11.5M 0.19%
104,136
+5,975
119
$11.4M 0.18%
19,430
+5,990
120
$11.1M 0.18%
31,472
+2,577
121
$11M 0.18%
42,949
+1,959
122
$10.8M 0.17%
127,666
+1,498
123
$10.7M 0.17%
365,355
+81,222
124
$10.6M 0.17%
40,958
+1,689
125
$10.5M 0.17%
227,107
+109,640
3 4
5
6 7