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
176
$7.38M 0.08%
41,203
-290,741
177
$7.01M 0.07%
96,560
+91,693
178
$6.98M 0.07%
166,254
+14,463
179
$6.94M 0.07%
+29,937
180
$6.78M 0.07%
63,658
+48,094
181
$6.68M 0.07%
40,508
+9,697
182
$6.67M 0.07%
93,414
+35,645
183
$6.64M 0.07%
27,306
+3,677
184
$6.59M 0.07%
377,014
+90,219
185
$6.32M 0.07%
30,314
+855
186
$6.06M 0.06%
46,870
+4,261
187
$5.96M 0.06%
77,056
+10,774
188
$5.94M 0.06%
181,640
-52,446
189
$5.9M 0.06%
36,612
+3,463
190
$5.88M 0.06%
106,008
+9,861
191
$5.82M 0.06%
32,830
+7,888
192
$5.58M 0.06%
+139,279
193
$5.53M 0.06%
32,237
-57,551
194
$5.52M 0.06%
84,538
+7,315
195
$5.47M 0.06%
66,185
+13,428
196
$5.35M 0.06%
155,626
+20,039
197
$5.25M 0.06%
69,810
+6,525
198
$5.21M 0.06%
51,620
-58,520
199
$5.21M 0.06%
54,840
+4,308
200
$5.2M 0.06%
+35,059
6 7
8
9 10