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
201
$4.02M 0.07%
35,570
+3,525
202
$3.93M 0.06%
14,144
-547
203
$3.91M 0.06%
43,215
+1,279
204
$3.77M 0.06%
85,811
-2,124
205
$3.7M 0.06%
47,350
+530
206
$3.68M 0.06%
27,746
-490
207
$3.64M 0.06%
67,917
+2,193
208
$3.61M 0.06%
45,774
+2,753
209
$3.61M 0.06%
99,440
+4,447
210
$3.59M 0.06%
18,360
+1,264
211
$3.58M 0.06%
89,977
+3,670
212
$3.54M 0.06%
94,846
+4,424
213
$3.54M 0.06%
17,099
-14,284
214
$3.53M 0.06%
43,149
+1,165
215
$3.48M 0.06%
17,446
+4,511
216
$3.48M 0.06%
60,136
+20,496
217
$3.46M 0.06%
30,915
-2,405
218
$3.45M 0.06%
289,656
+3,911
219
$3.44M 0.06%
68,934
+685
220
$3.39M 0.05%
50,285
+12,752
221
$3.36M 0.05%
65,218
+908
222
$3.35M 0.05%
223,155
-109,838
223
$3.35M 0.05%
25,452
+1,650
224
$3.35M 0.05%
29,689
+1,364
225
$3.31M 0.05%
30,875
+1,447
7 8
9
10 11