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
201
$2.94M 0.05%
65,858
+20,969
202
$2.94M 0.05%
95,337
+7,922
203
$2.88M 0.05%
90,480
+4,908
204
$2.83M 0.05%
+43,155
205
$2.77M 0.05%
87,051
+21,197
206
$2.74M 0.05%
13,584
-12,135
207
$2.72M 0.05%
12,529
+174
208
$2.71M 0.05%
15,483
-92
209
$2.66M 0.05%
38,468
-602
210
$2.64M 0.05%
+81,544
211
$2.64M 0.05%
15,861
+7,965
212
$2.64M 0.05%
84,959
-13,127
213
$2.62M 0.05%
39,399
-10,683
214
$2.61M 0.05%
+4,316
215
$2.54M 0.05%
+4,975
216
$2.54M 0.05%
+18,407
217
$2.53M 0.05%
+38,388
218
$2.53M 0.05%
38,515
-17,616
219
$2.51M 0.05%
1,127
-782
220
$2.51M 0.05%
+11,209
221
$2.49M 0.05%
14,291
-1,905
222
$2.48M 0.05%
61,072
+464
223
$2.44M 0.04%
243,170
-8,137
224
$2.43M 0.04%
15,662
+591
225
$2.41M 0.04%
35,221
-962
7 8
9
10 11