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
176
$4.27M 0.08%
4,133
+72
177
$4.22M 0.08%
242,436
+11,556
178
$4.22M 0.08%
23,644
+1,234
179
$4.16M 0.08%
12,645
+1,065
180
$4.08M 0.08%
22,887
-448
181
$4.05M 0.07%
24,043
+2,392
182
$4.02M 0.07%
29,564
+3,699
183
$3.94M 0.07%
+200,157
184
$3.79M 0.07%
52,669
+2,809
185
$3.69M 0.07%
35,809
+1,075
186
$3.69M 0.07%
17,524
+344
187
$3.68M 0.07%
28,248
+1,163
188
$3.66M 0.07%
28,139
-10,743
189
$3.62M 0.07%
17,041
+10,123
190
$3.52M 0.06%
32,379
-1,146
191
$3.5M 0.06%
94,232
+1,286
192
$3.41M 0.06%
79,033
+1,449
193
$3.4M 0.06%
28,448
+1,821
194
$3.33M 0.06%
14,375
-281
195
$3.26M 0.06%
+11,715
196
$3.26M 0.06%
130,367
+3,845
197
$3.25M 0.06%
56,293
-10,981
198
$3.23M 0.06%
44,519
-2,687
199
$3.09M 0.06%
62,956
+11,648
200
$3.09M 0.06%
+38,560
6 7
8
9 10