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
XLK icon
326
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
$1.98M 0.02%
7,021
+703
IRM icon
327
Iron Mountain
IRM
$24.9B
$1.98M 0.02%
19,412
+140
ACLS icon
328
Axcelis
ACLS
$2.73B
$1.97M 0.02%
+20,213
UFCS icon
329
United Fire Group
UFCS
$923M
$1.97M 0.02%
64,700
+4,799
SPSB icon
330
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$8.28B
$1.96M 0.02%
64,652
-1,629
STT icon
331
State Street
STT
$33.8B
$1.93M 0.02%
+16,671
CF icon
332
CF Industries
CF
$12.4B
$1.93M 0.02%
21,476
-501
HALO icon
333
Halozyme
HALO
$7.6B
$1.92M 0.02%
+26,121
SFBS icon
334
ServisFirst Bancshares
SFBS
$3.91B
$1.9M 0.02%
+23,600
EIS icon
335
iShares MSCI Israel ETF
EIS
$547M
$1.89M 0.02%
18,857
-209
POWL icon
336
Powell Industries
POWL
$3.91B
$1.84M 0.01%
6,052
+99
ALKT icon
337
Alkami Technology
ALKT
$2.22B
$1.83M 0.01%
73,627
+66,127
KAR icon
338
Openlane
KAR
$2.77B
$1.83M 0.01%
+63,530
OPCH icon
339
Option Care Health
OPCH
$4.8B
$1.83M 0.01%
65,819
+5,400
EWH icon
340
iShares MSCI Hong Kong ETF
EWH
$682M
$1.83M 0.01%
84,767
+63,103
ALRM icon
341
Alarm.com
ALRM
$2.6B
$1.82M 0.01%
+34,380
AEIS icon
342
Advanced Energy
AEIS
$8.06B
$1.82M 0.01%
+10,712
QLYS icon
343
Qualys
QLYS
$5.35B
$1.82M 0.01%
13,718
+1,011
ORC
344
Orchid Island Capital
ORC
$1.23B
$1.81M 0.01%
258,514
+12,484
VCYT icon
345
Veracyte
VCYT
$3.77B
$1.79M 0.01%
52,281
+3,595
NEE icon
346
NextEra Energy
NEE
$177B
$1.79M 0.01%
23,724
-228,691
HLIO icon
347
Helios Technologies
HLIO
$1.81B
$1.78M 0.01%
+34,088
BLFS icon
348
BioLife Solutions
BLFS
$1.23B
$1.77M 0.01%
69,230
+4,246
WGS icon
349
GeneDx Holdings
WGS
$4.64B
$1.76M 0.01%
+16,313
OBK icon
350
Origin Bancorp
OBK
$1.16B
$1.74M 0.01%
50,515
+3,920
12 13
14
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