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
151
$7.62M 0.12%
39,712
+1,611
152
$7.55M 0.12%
26,382
+1,821
153
$7.54M 0.12%
103,819
+6,203
154
$7.54M 0.12%
111,580
-1,229
155
$6.94M 0.11%
125,872
+4,890
156
$6.74M 0.11%
252,005
-3,159
157
$6.71M 0.11%
+14,580
158
$6.42M 0.1%
134,850
-839
159
$6.41M 0.1%
194,584
+100,260
160
$6.34M 0.1%
31,460
-8,190
161
$6.29M 0.1%
43,971
+5,888
162
$6.13M 0.1%
+19,027
163
$6.12M 0.1%
245,633
+9,743
164
$6.1M 0.1%
10,921
+806
165
$6.03M 0.1%
112,215
+14,005
166
$6.03M 0.1%
+15,573
167
$5.96M 0.1%
31,178
+1,962
168
$5.95M 0.1%
14,196
+205
169
$5.89M 0.1%
75,729
+5,893
170
$5.85M 0.09%
37,900
+776
171
$5.85M 0.09%
33,059
+21,142
172
$5.82M 0.09%
37,286
+46
173
$5.72M 0.09%
27,516
+2,006
174
$5.62M 0.09%
15,397
-15,161
175
$5.62M 0.09%
332,552
-18,095
5 6
7
8 9