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
276
$1.84M 0.03%
33,961
+15,728
277
$1.81M 0.03%
54,806
-517
278
$1.81M 0.03%
29,113
+2,600
279
$1.77M 0.03%
59,000
-750
280
$1.77M 0.03%
15,323
-165
281
$1.76M 0.03%
72,444
+13,109
282
$1.74M 0.03%
146,878
-2,136
283
$1.71M 0.03%
82,960
-1,381
284
$1.69M 0.03%
10,251
-219
285
$1.65M 0.03%
35,728
+239
286
$1.64M 0.03%
19,308
-461
287
$1.63M 0.03%
13,364
+4,171
288
$1.62M 0.03%
7,246
+5,770
289
$1.57M 0.03%
7,486
+93
290
$1.55M 0.02%
40,445
+22,323
291
$1.52M 0.02%
+53,916
292
$1.51M 0.02%
40,396
-38,046
293
$1.49M 0.02%
34,566
-871
294
$1.49M 0.02%
16,792
-764
295
$1.47M 0.02%
4,083
+297
296
$1.46M 0.02%
13,887
-372
297
$1.41M 0.02%
67,151
+124
298
$1.41M 0.02%
32,783
-866
299
$1.4M 0.02%
71,251
-1,937
300
$1.39M 0.02%
+105,313
10 11
12
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