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
326
$1.12M 0.02%
+48,050
327
$1.11M 0.02%
30,543
-1,639
328
$1.11M 0.02%
+30,978
329
$1.1M 0.02%
49,320
+8,002
330
$1.08M 0.02%
55,524
+37,572
331
$1.07M 0.02%
11,226
-339
332
$1.07M 0.02%
24,165
-189
333
$1.07M 0.02%
+6,412
334
$1.06M 0.02%
11,469
+1,923
335
$1.05M 0.02%
26,997
+17,978
336
$1.05M 0.02%
5,909
-427
337
$1.05M 0.02%
72,203
+31,253
338
$1.03M 0.02%
47,364
+5,572
339
$1.03M 0.02%
+17,926
340
$1.01M 0.02%
9,924
-153
341
$1.01M 0.02%
64,287
-7,659
342
$1M 0.02%
16,220
343
$988K 0.02%
+69,053
344
$977K 0.02%
15,049
+492
345
$969K 0.02%
125,839
-1,536
346
$967K 0.02%
12,222
-347
347
$928K 0.01%
15,612
-1,104
348
$923K 0.01%
15,598
-565
349
$921K 0.01%
50,955
-1,051
350
$920K 0.01%
30,127
-1,440
12 13
14
15 16