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
326
$1.32M 0.02%
10,862
+138
327
$1.31M 0.02%
34,171
+27,043
328
$1.3M 0.02%
13,958
+9,603
329
$1.29M 0.02%
59,472
+2,012
330
$1.29M 0.02%
47,615
+1,389
331
$1.23M 0.02%
10,814
+3,206
332
$1.2M 0.02%
9,902
-268
333
$1.17M 0.02%
+36,693
334
$1.16M 0.02%
4,906
-30,468
335
$1.15M 0.02%
52,596
-8,559
336
$1.13M 0.02%
81,505
+489
337
$1.12M 0.02%
20,646
-225
338
$1.12M 0.02%
+38,950
339
$1.11M 0.01%
63,356
+574
340
$1.11M 0.01%
16,497
+486
341
$1.11M 0.01%
+9,325
342
$1.1M 0.01%
+15,310
343
$1.09M 0.01%
115,863
+20,026
344
$1.09M 0.01%
68,582
+2,063
345
$1.09M 0.01%
5,924
-242
346
$1.09M 0.01%
+25,745
347
$1.08M 0.01%
19,716
+231
348
$1.07M 0.01%
5,367
-20,751
349
$1.07M 0.01%
76,321
+5,396
350
$1.06M 0.01%
33,708
+1,419
12 13
14
15 16