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
$6.26B
AUM Growth
-$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
675
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$31.2M
3
+$19.5M
4
AAPL icon
Apple
AAPL
+$13M
5
NFLX icon
Netflix
NFLX
+$9.62M

Top Sells

1
+$47.2M
2
+$44M
3
+$27M
4
NVDA icon
NVIDIA
NVDA
+$20M
5
FDX icon
FedEx
FDX
+$16.9M

Sector Composition

1 Technology 16.31%
2 Financials 15.98%
3 Healthcare 15.2%
4 Consumer Staples 10.98%
5 Energy 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.84M 0.05%
35,259
-447
227
$2.82M 0.05%
27,479
+21,633
228
$2.72M 0.04%
42,098
+4
229
$2.71M 0.04%
29,532
-1,171
230
$2.7M 0.04%
6,469
+5,682
231
$2.7M 0.04%
58,611
-1,721
232
$2.65M 0.04%
10,090
-15
233
$2.6M 0.04%
61,731
-6,544
234
$2.6M 0.04%
90,965
-1,093
235
$2.58M 0.04%
126,958
+109
236
$2.55M 0.04%
35,728
+207
237
$2.52M 0.04%
18,429
+11,818
238
$2.5M 0.04%
17,282
-4
239
$2.49M 0.04%
26,450
-574
240
$2.48M 0.04%
47,165
+11,223
241
$2.47M 0.04%
32,644
-7,078
242
$2.46M 0.04%
154,688
-1,611
243
$2.45M 0.04%
56,882
+2,366
244
$2.42M 0.04%
123,427
+48,482
245
$2.41M 0.04%
170,847
+8,166
246
$2.4M 0.04%
+35,774
247
$2.34M 0.04%
47,548
-3,216
248
$2.31M 0.04%
32,661
-7,927
249
$2.31M 0.04%
39,174
-1,476
250
$2.3M 0.04%
+12,309
8 9
10
11 12