ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$220M 3.57%
813,227
+57,318
2
$137M 2.21%
428,612
-19,073
3
$134M 2.17%
978,790
+34,291
4
$121M 1.96%
777,310
+1,570
5
$111M 1.8%
826,194
-8,249
6
$104M 1.69%
634,233
+32,149
7
$99M 1.6%
2,106,060
+105,153
8
$94.5M 1.53%
549,140
+17,720
9
$90.9M 1.47%
103,857
+1,407
10
$87M 1.41%
830,723
+117,267
11
$86.3M 1.4%
582,714
+14,287
12
$84.7M 1.37%
734,706
+13,928
13
$83.3M 1.35%
682,100
+19,620
14
$83.1M 1.35%
382,023
+17,799
15
$79.5M 1.29%
1,418,469
+33,619
16
$72.8M 1.18%
1,374,493
+13,992
17
$72.5M 1.17%
1,210,838
+19,582
18
$68.1M 1.1%
664,370
+27,688
19
$68M 1.1%
1,211,325
+65,238
20
$67.7M 1.1%
1,073,390
+214,826
21
$67.2M 1.09%
1,716,555
+129,863
22
$66.4M 1.07%
190,838
+27,577
23
$64.8M 1.05%
832,607
-107,981
24
$64.6M 1.05%
1,134,636
+55,103
25
$64.6M 1.05%
626,749
+40,677
1
2 3 4 5