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
126
$17.6M 0.19%
337,827
+20,245
127
$16.8M 0.18%
455,135
+20,165
128
$16.5M 0.18%
374,088
+22,229
129
$16.4M 0.17%
347,174
+30,835
130
$16.3M 0.17%
224,216
+26,052
131
$16.2M 0.17%
21,281
+2,850
132
$16.1M 0.17%
+60,987
133
$15.6M 0.17%
264,057
+95,535
134
$15.6M 0.17%
71,217
+5,577
135
$15.4M 0.16%
541,833
+35,607
136
$14.5M 0.15%
227,232
+23,155
137
$14.2M 0.15%
47,399
+6,079
138
$13.6M 0.15%
466,882
+29,528
139
$13.5M 0.14%
48,462
+4,280
140
$13.4M 0.14%
42,167
+24,808
141
$13.3M 0.14%
127,787
+9,924
142
$12.8M 0.14%
55,342
+28,080
143
$12.6M 0.13%
169,553
+20,174
144
$12.5M 0.13%
94,990
-13,985
145
$12.1M 0.13%
223,691
+207,061
146
$12.1M 0.13%
134,603
+10,132
147
$11.3M 0.12%
205,538
+18,224
148
$11.1M 0.12%
66,594
+5,042
149
$10.9M 0.12%
27,434
+4,209
150
$10.9M 0.12%
+158,675
4 5
6
7 8