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
126
$10.4M 0.17%
41,240
-101
127
$10M 0.16%
369,278
+53,752
128
$9.61M 0.16%
162,333
+83,758
129
$9.52M 0.15%
65,751
+4,296
130
$9.45M 0.15%
14,954
-1,345
131
$9.3M 0.15%
66,055
+1,460
132
$9.29M 0.15%
126,808
+6,475
133
$9.22M 0.15%
26,579
-661
134
$9.2M 0.15%
23,239
+2,166
135
$9.19M 0.15%
56,129
+1,335
136
$9.06M 0.15%
121,927
+4,231
137
$8.86M 0.14%
71,933
+57,552
138
$8.64M 0.14%
107,346
+499
139
$8.5M 0.14%
348,115
+1,300
140
$8.5M 0.14%
23,659
+1,122
141
$8.49M 0.14%
35,434
+237
142
$8.39M 0.14%
16,702
+11,279
143
$8.07M 0.13%
124,010
+8,810
144
$8.03M 0.13%
106,120
+6,616
145
$8.01M 0.13%
328,463
+10,090
146
$7.98M 0.13%
+25,675
147
$7.93M 0.13%
37,707
+1,683
148
$7.89M 0.13%
24,790
-16,337
149
$7.7M 0.12%
39,693
+1,992
150
$7.67M 0.12%
82,595
+5,198
4 5
6
7 8