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
376
$774K 0.01%
+22,444
377
$767K 0.01%
+47,434
378
$762K 0.01%
35,844
-2,919
379
$762K 0.01%
3,911
+2,495
380
$747K 0.01%
+3,594
381
$745K 0.01%
9,894
-358,108
382
$741K 0.01%
33,091
+16,918
383
$739K 0.01%
+14,523
384
$735K 0.01%
+80,207
385
$735K 0.01%
15,528
+191
386
$731K 0.01%
+78,988
387
$720K 0.01%
22,169
+1,009
388
$707K 0.01%
34,920
-523
389
$704K 0.01%
9,344
-775
390
$689K 0.01%
+63,946
391
$689K 0.01%
5,804
-1,375
392
$679K 0.01%
34,384
-900
393
$677K 0.01%
2,651
-89
394
$674K 0.01%
40,840
-1,123
395
$673K 0.01%
+94,505
396
$672K 0.01%
18,469
+377
397
$669K 0.01%
44,769
-1,034
398
$665K 0.01%
10,610
399
$657K 0.01%
+35,164
400
$642K 0.01%
+8,405
14 15
16
17 18