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
176
$5.5M 0.09%
60,853
-6,547
177
$5.5M 0.09%
58,544
+3,676
178
$5.41M 0.09%
71,558
-218
179
$5.32M 0.09%
11,584
-10,818
180
$5.2M 0.08%
25,352
+807
181
$5.17M 0.08%
64,098
+2,347
182
$5.11M 0.08%
21,760
+1,442
183
$5.08M 0.08%
+66,758
184
$4.89M 0.08%
29,584
+2,661
185
$4.85M 0.08%
+92,105
186
$4.84M 0.08%
37,117
+162
187
$4.8M 0.08%
33,160
+1,811
188
$4.74M 0.08%
+143,381
189
$4.55M 0.07%
90,008
-4,603
190
$4.54M 0.07%
37,714
+745
191
$4.52M 0.07%
42,277
+1,002
192
$4.47M 0.07%
48,038
+1,173
193
$4.41M 0.07%
+9,756
194
$4.38M 0.07%
139,831
-28,882
195
$4.36M 0.07%
11,956
-4,017
196
$4.22M 0.07%
284,045
-9,069
197
$4.22M 0.07%
23,186
+368
198
$4.17M 0.07%
50,468
+5,269
199
$4.15M 0.07%
+130,303
200
$4.13M 0.07%
99,595
+2,744
6 7
8
9 10