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
126
$8.75M 0.16%
113,456
+107,340
127
$8.73M 0.16%
108,808
+1,392
128
$8.58M 0.16%
97,920
+1,560
129
$8.25M 0.15%
+60,243
130
$7.79M 0.14%
28,944
+26,985
131
$7.77M 0.14%
335,695
-4,425
132
$7.71M 0.14%
27,219
+1,393
133
$7.68M 0.14%
15,362
+873
134
$7.58M 0.14%
112,127
+19,703
135
$7.2M 0.13%
33,645
+32,358
136
$7.09M 0.13%
111,842
-4,150
137
$6.96M 0.13%
13,906
-22,066
138
$6.88M 0.13%
+20,704
139
$6.83M 0.13%
18,121
+1,881
140
$6.79M 0.13%
28,747
-8,417
141
$6.63M 0.12%
63,065
-1,739
142
$6.58M 0.12%
201,216
+6,720
143
$6.46M 0.12%
32,330
+5,693
144
$6.3M 0.12%
25,128
+16,958
145
$6.12M 0.11%
113,120
+7,090
146
$6.06M 0.11%
192,914
+28,368
147
$6.04M 0.11%
+310,822
148
$6M 0.11%
315,395
-4,229
149
$5.72M 0.11%
+39,831
150
$5.68M 0.1%
31,594
+20,554
4 5
6
7 8