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
151
$10.6M 0.11%
54,930
+7,136
152
$10.4M 0.11%
54,831
+11,634
153
$10.3M 0.11%
26,460
+3,334
154
$10.1M 0.11%
96,581
+6,095
155
$9.81M 0.1%
96,759
-88,412
156
$9.73M 0.1%
65,515
+43,108
157
$9.6M 0.1%
260,044
+21,083
158
$9.19M 0.1%
151,240
-4,040
159
$9.11M 0.1%
116,885
+13,655
160
$9M 0.1%
21,408
+2,597
161
$8.96M 0.1%
47,606
+3,058
162
$8.67M 0.09%
59,091
+7,395
163
$8.63M 0.09%
+93,330
164
$8.15M 0.09%
+100,375
165
$8.14M 0.09%
27,029
+3,313
166
$8.12M 0.09%
42,662
+2,413
167
$8.07M 0.09%
25,172
+3,977
168
$7.93M 0.08%
382,812
-29,934
169
$7.92M 0.08%
64,951
+14,367
170
$7.84M 0.08%
103,614
-101,951
171
$7.72M 0.08%
+265,282
172
$7.65M 0.08%
69,180
-2,160
173
$7.56M 0.08%
40,898
+4,401
174
$7.45M 0.08%
163,382
+35,103
175
$7.41M 0.08%
+83,325
5 6
7
8 9