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
$7.46B
AUM Growth
+$298M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
719
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$24.3M
3
+$24.2M
4
AAPL icon
Apple
AAPL
+$22.8M
5
NVDA icon
NVIDIA
NVDA
+$18.6M

Top Sells

1
+$49.5M
2
+$37.5M
3
+$36.4M
4
TFC icon
Truist Financial
TFC
+$31M
5
WTFC icon
Wintrust Financial
WTFC
+$31M

Sector Composition

1 Technology 18.83%
2 Financials 13.8%
3 Healthcare 13.67%
4 Consumer Staples 11.16%
5 Industrials 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.66M 0.02%
40,300
+14
302
$1.66M 0.02%
+9,615
303
$1.65M 0.02%
43,642
+22,067
304
$1.65M 0.02%
154,430
-25,460
305
$1.64M 0.02%
46,964
+8,448
306
$1.64M 0.02%
34,347
-158
307
$1.63M 0.02%
+11,416
308
$1.63M 0.02%
14,940
-10
309
$1.58M 0.02%
15,141
+7,489
310
$1.58M 0.02%
78,483
+6,393
311
$1.57M 0.02%
60,973
-331,561
312
$1.54M 0.02%
16,948
-48
313
$1.54M 0.02%
57,422
+21,052
314
$1.53M 0.02%
54,423
+584
315
$1.51M 0.02%
9,471
+210
316
$1.5M 0.02%
53,168
+3,239
317
$1.48M 0.02%
+48,748
318
$1.44M 0.02%
23,308
-522
319
$1.44M 0.02%
145,866
+14,548
320
$1.4M 0.02%
39,241
+11,947
321
$1.39M 0.02%
11,003
-418
322
$1.33M 0.02%
52,367
+249
323
$1.33M 0.02%
93,495
+41,113
324
$1.33M 0.02%
17,093
+2,480
325
$1.33M 0.02%
7,056
+138
11 12
13
14 15