ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$38.7M
2
+$33.3M
3
+$21.8M
4
AAPL icon
Apple
AAPL
+$14.8M
5
CASH icon
Pathward Financial
CASH
+$10.5M

Top Sells

1
+$57.6M
2
+$54.2M
3
+$30.3M
4
NVDA icon
NVIDIA
NVDA
+$26.1M
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
401
$639K 0.01%
28,338
-436
402
$638K 0.01%
8,842
-108
403
$637K 0.01%
4,289
-328
404
$610K 0.01%
6,575
+2,475
405
$595K 0.01%
+4,789
406
$592K 0.01%
+7,816
407
$590K 0.01%
63,066
408
$588K 0.01%
+67,407
409
$587K 0.01%
+6,145
410
$577K 0.01%
45,718
+12,578
411
$570K 0.01%
4,621
-118
412
$567K 0.01%
3,437
+1,574
413
$565K 0.01%
76,330
+8,752
414
$559K 0.01%
2,702
-419
415
$546K 0.01%
15,144
+158
416
$540K 0.01%
8,855
+297
417
$532K 0.01%
2,800
-98
418
$528K 0.01%
17,052
419
$527K 0.01%
39,159
-3,134
420
$500K 0.01%
6,674
421
$497K 0.01%
6,091
422
$492K 0.01%
11,128
-283
423
$481K 0.01%
25,725
-2,863
424
$480K 0.01%
6,347
+350
425
$479K 0.01%
18,559
15 16
17
18 19