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
251
$2.3M 0.04%
52,924
-1,542
252
$2.25M 0.04%
73,225
-2,535
253
$2.25M 0.04%
51,352
+535
254
$2.22M 0.04%
5,533
-20
255
$2.21M 0.04%
24,316
+33
256
$2.2M 0.04%
10,447
+5,649
257
$2.14M 0.03%
43,662
-2,388
258
$2.13M 0.03%
32,375
-6,569
259
$2.12M 0.03%
8,887
+169
260
$2.1M 0.03%
25,988
+20,323
261
$2.07M 0.03%
+14,470
262
$2.06M 0.03%
7,422
+2,684
263
$2.04M 0.03%
81,590
+73,416
264
$2.02M 0.03%
+8,821
265
$2.01M 0.03%
6,125
+4,154
266
$2M 0.03%
104,489
-3,919
267
$1.99M 0.03%
64,823
+278
268
$1.98M 0.03%
108,728
-217
269
$1.96M 0.03%
16,398
+12,077
270
$1.96M 0.03%
73,218
-37,550
271
$1.95M 0.03%
18,195
-7,102
272
$1.92M 0.03%
96,931
-4,382
273
$1.92M 0.03%
62,170
-731
274
$1.91M 0.03%
6,953
+39
275
$1.89M 0.03%
30,768
-83,461
9 10
11
12 13