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
151
$5.59M 0.1%
36,951
+625
152
$5.57M 0.1%
117,840
+13,150
153
$5.53M 0.1%
+80,957
154
$5.52M 0.1%
+41,823
155
$5.48M 0.1%
34,120
-11,642
156
$5.27M 0.1%
71,016
-840
157
$5.26M 0.1%
9,554
+983
158
$5.11M 0.09%
327,654
+23,152
159
$5.09M 0.09%
12,999
+470
160
$5.09M 0.09%
14,631
-5,670
161
$5.05M 0.09%
20,934
+18,708
162
$5.01M 0.09%
36,775
-436
163
$4.97M 0.09%
+122,080
164
$4.93M 0.09%
42,028
+1,503
165
$4.86M 0.09%
+130,366
166
$4.75M 0.09%
94,110
+79,380
167
$4.7M 0.09%
78,449
-923
168
$4.59M 0.08%
40,323
-2,221
169
$4.57M 0.08%
+379,976
170
$4.55M 0.08%
58,774
+1,838
171
$4.43M 0.08%
280,012
+121,624
172
$4.42M 0.08%
22,202
+896
173
$4.38M 0.08%
63,536
+1,329
174
$4.32M 0.08%
39,454
+19,797
175
$4.31M 0.08%
93,850
+11,195
5 6
7
8 9