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
101
$23.6M 0.25%
59,989
+4,957
102
$22.8M 0.24%
248,385
-29,086
103
$22.8M 0.24%
188,656
+13,531
104
$22.7M 0.24%
54,333
+53,662
105
$22.5M 0.24%
162,203
+11,931
106
$22.2M 0.24%
178,789
+15,224
107
$21.2M 0.23%
36,560
+2,662
108
$21.2M 0.23%
459,171
+25,014
109
$21.1M 0.23%
59,045
+4,195
110
$20.6M 0.22%
567,473
+33,996
111
$20.3M 0.22%
248,245
+21,763
112
$20.2M 0.22%
37,686
+21,994
113
$20.2M 0.22%
41,953
+5,056
114
$20M 0.21%
131,300
+7,537
115
$19.9M 0.21%
178,131
+76,652
116
$19.8M 0.21%
507,928
+147,263
117
$19.5M 0.21%
47,540
+2,262
118
$18.8M 0.2%
1,004,598
-425,576
119
$18.7M 0.2%
+56,102
120
$18.7M 0.2%
107,296
-25,742
121
$18.7M 0.2%
49,300
+3,271
122
$18.6M 0.2%
51,996
-18,530
123
$18M 0.19%
112,739
+8,495
124
$18M 0.19%
91,721
+5,482
125
$17.9M 0.19%
164,147
+71,348
3 4
5
6 7