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
351
$917K 0.01%
+105,219
352
$915K 0.01%
8,632
+63
353
$899K 0.01%
36,040
-1,764,494
354
$899K 0.01%
19,147
-1,629
355
$896K 0.01%
14,558
+82
356
$894K 0.01%
24,446
-438
357
$876K 0.01%
+27,650
358
$873K 0.01%
27,746
-3,390
359
$872K 0.01%
+15,679
360
$859K 0.01%
19,175
-1,192
361
$856K 0.01%
27,002
+3,653
362
$850K 0.01%
28,689
+1,294
363
$849K 0.01%
12,033
+4,829
364
$832K 0.01%
27,627
-688
365
$819K 0.01%
18,132
+740
366
$815K 0.01%
19,055
-1,535
367
$814K 0.01%
27,213
-549
368
$813K 0.01%
27,534
-3,380
369
$809K 0.01%
+26,423
370
$804K 0.01%
7,828
-6,059
371
$790K 0.01%
29,431
-2,764
372
$787K 0.01%
+30,889
373
$786K 0.01%
10,000
374
$786K 0.01%
6,322
-390
375
$777K 0.01%
19,173
-264
13 14
15
16 17