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
$11.7B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$51.4M
3
+$34.2M
4
APH icon
Amphenol
APH
+$32.6M
5
LRCX icon
Lam Research
LRCX
+$21.2M

Top Sells

1
+$31M
2
+$30.1M
3
+$29.5M
4
MSFT icon
Microsoft
MSFT
+$24M
5
F icon
Ford
F
+$22.2M

Sector Composition

1 Technology 24.43%
2 Financials 17.17%
3 Industrials 11.1%
4 Healthcare 10.4%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWL icon
301
iShares MSCI Switzerland ETF
EWL
$1.46B
$2.41M 0.02%
43,884
+19,019
EWP icon
302
iShares MSCI Spain ETF
EWP
$1.59B
$2.4M 0.02%
54,586
-2,375
ETN icon
303
Eaton
ETN
$130B
$2.4M 0.02%
6,731
+93
RAMP icon
304
LiveRamp
RAMP
$1.86B
$2.39M 0.02%
72,349
+6,345
DOCS icon
305
Doximity
DOCS
$9.7B
$2.38M 0.02%
38,863
-405
FEPI icon
306
REX FANG & Innovation Equity Premium Income ETF
FEPI
$582M
$2.36M 0.02%
51,922
-39,706
EAT icon
307
Brinker International
EAT
$6.31B
$2.35M 0.02%
13,015
-130
ILMN icon
308
Illumina
ILMN
$19.6B
$2.34M 0.02%
24,512
+301
NYT icon
309
New York Times
NYT
$10.4B
$2.28M 0.02%
40,812
-96
CIVB icon
310
Civista Bancshares
CIVB
$449M
$2.28M 0.02%
+98,221
SSRM icon
311
SSR Mining
SSRM
$4.35B
$2.25M 0.02%
176,766
+8,628
ICSH icon
312
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.56B
$2.23M 0.02%
43,879
-5,938
NMRK icon
313
Newmark Group
NMRK
$3.21B
$2.16M 0.02%
177,771
-2,939
SPXC icon
314
SPX Corp
SPXC
$10.4B
$2.15M 0.02%
12,816
+8,951
SMBK icon
315
SmartFinancial
SMBK
$637M
$2.15M 0.02%
+63,552
SPSC icon
316
SPS Commerce
SPSC
$3.15B
$2.13M 0.02%
15,669
-295
ACIW icon
317
ACI Worldwide
ACIW
$4.85B
$2.08M 0.02%
45,331
+13,503
IDCC icon
318
InterDigital
IDCC
$8.8B
$2.07M 0.02%
9,247
-182
FLR icon
319
Fluor
FLR
$7.1B
$2.05M 0.02%
+40,008
EWT icon
320
iShares MSCI Taiwan ETF
EWT
$6.96B
$2.05M 0.02%
35,639
+4,250
CF icon
321
CF Industries
CF
$12.4B
$2.02M 0.02%
21,977
+21
MEDP icon
322
Medpace
MEDP
$16.2B
$2.01M 0.02%
6,403
-175
ADUS icon
323
Addus HomeCare
ADUS
$2.18B
$2.01M 0.02%
17,432
-282
SPSB icon
324
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.28B
$2M 0.02%
66,281
-8,734
IRM icon
325
Iron Mountain
IRM
$24.9B
$1.98M 0.02%
19,272
+1,587
11 12
13
14 15