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
$12.6B
AUM Growth
+$864M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
858
New
Increased
Reduced
Closed

Top Buys

1
+$99M
2
+$66.4M
3
+$37.7M
4
UNH icon
UnitedHealth
UNH
+$30M
5
AAPL icon
Apple
AAPL
+$21.3M

Top Sells

1
+$69.5M
2
+$61.5M
3
+$40.5M
4
HBAN icon
Huntington Bancshares
HBAN
+$35.9M
5
SO icon
Southern Company
SO
+$24.1M

Sector Composition

1 Technology 24.76%
2 Financials 17.1%
3 Industrials 11.62%
4 Healthcare 10.15%
5 Communication Services 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JXN icon
301
Jackson Financial
JXN
$6.79B
$2.6M 0.02%
+25,673
VONG icon
302
Vanguard Russell 1000 Growth ETF
VONG
$33.6B
$2.58M 0.02%
21,453
-4,543
EWQ icon
303
iShares MSCI France ETF
EWQ
$394M
$2.53M 0.02%
57,485
+207
IJR icon
304
iShares Core S&P Small-Cap ETF
IJR
$89B
$2.51M 0.02%
21,153
-5,684
VICI icon
305
VICI Properties
VICI
$30.2B
$2.48M 0.02%
76,173
+920
RUN icon
306
Sunrun
RUN
$4.14B
$2.46M 0.02%
142,056
+8,269
TSM icon
307
TSMC
TSM
$1.53T
$2.43M 0.02%
8,689
+1,006
NYT icon
308
New York Times
NYT
$10.4B
$2.36M 0.02%
41,078
+266
ILMN icon
309
Illumina
ILMN
$19.6B
$2.34M 0.02%
24,655
+143
NWPX icon
310
NWPX Infrastructure Inc
NWPX
$571M
$2.3M 0.02%
43,461
+1,654
FEPI icon
311
REX FANG & Innovation Equity Premium Income ETF
FEPI
$582M
$2.28M 0.02%
48,635
-3,287
REZI icon
312
Resideo Technologies
REZI
$5.18B
$2.26M 0.02%
+52,327
SKYW icon
313
Skywest
SKYW
$4.14B
$2.2M 0.02%
21,841
+19,146
STNE icon
314
StoneCo
STNE
$4.13B
$2.18M 0.02%
115,118
+12,683
EWT icon
315
iShares MSCI Taiwan ETF
EWT
$6.96B
$2.17M 0.02%
34,079
-1,560
MC icon
316
Moelis & Co
MC
$4.83B
$2.14M 0.02%
+30,008
TREE icon
317
LendingTree
TREE
$775M
$2.12M 0.02%
+32,686
AU icon
318
AngloGold Ashanti
AU
$42.2B
$2.11M 0.02%
+30,066
LOPE icon
319
Grand Canyon Education
LOPE
$4.3B
$2.11M 0.02%
+9,628
ICSH icon
320
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.56B
$2.11M 0.02%
41,510
-2,369
SFST icon
321
Southern First Bancshares
SFST
$430M
$2.1M 0.02%
47,608
+2,550
UPST icon
322
Upstart Holdings
UPST
$4.41B
$2.09M 0.02%
41,191
+2,838
FBND icon
323
Fidelity Total Bond ETF
FBND
$22.9B
$2.06M 0.02%
44,529
-17,040
AAMI
324
Acadian Asset Management
AAMI
$1.61B
$2.03M 0.02%
+42,207
RMBS icon
325
Rambus
RMBS
$10.6B
$1.99M 0.02%
19,110
+1,182
11 12
13
14 15