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
301
$1.38M 0.02%
10,970
+9,142
302
$1.35M 0.02%
+68,267
303
$1.34M 0.02%
23,130
+2,087
304
$1.34M 0.02%
84,586
+635
305
$1.34M 0.02%
+59,351
306
$1.33M 0.02%
4,990
+227
307
$1.33M 0.02%
86,688
+1,225
308
$1.32M 0.02%
71,278
+33,345
309
$1.3M 0.02%
18,423
-983
310
$1.28M 0.02%
26,101
+21,739
311
$1.27M 0.02%
21,580
-429
312
$1.27M 0.02%
20,710
+11,352
313
$1.25M 0.02%
45,915
-3,649
314
$1.25M 0.02%
41,421
+15,453
315
$1.25M 0.02%
15,614
-432
316
$1.24M 0.02%
19,014
-559
317
$1.23M 0.02%
223,400
+52,590
318
$1.23M 0.02%
+57,857
319
$1.21M 0.02%
91,076
-22,220
320
$1.21M 0.02%
11,574
-48
321
$1.2M 0.02%
53,511
-2,532
322
$1.16M 0.02%
394,989
-4,050
323
$1.14M 0.02%
35,894
-2,090
324
$1.13M 0.02%
14,399
-777
325
$1.13M 0.02%
9,742
+689
11 12
13
14 15