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
401
$770K 0.01%
18,461
+18
402
$764K 0.01%
26,721
+1,999
403
$756K 0.01%
85,627
+3,928
404
$754K 0.01%
30,731
+2,229
405
$753K 0.01%
10,182
+6,690
406
$749K 0.01%
8,383
+319
407
$747K 0.01%
23,527
+1,664
408
$745K 0.01%
23,855
-218,179
409
$734K 0.01%
+9,973
410
$732K 0.01%
8,821
-118
411
$705K 0.01%
14,247
412
$701K 0.01%
7,463
-2,166
413
$698K 0.01%
4,622
-899
414
$695K 0.01%
42,611
+1,359
415
$683K 0.01%
59,294
+2,744
416
$677K 0.01%
4,866
-883
417
$671K 0.01%
38,518
+26,959
418
$653K 0.01%
24,183
-16,619
419
$650K 0.01%
5,307
420
$645K 0.01%
4,537
+132
421
$645K 0.01%
+15,216
422
$640K 0.01%
51,090
-2,994,946
423
$634K 0.01%
6,819
+2,804
424
$633K 0.01%
29,288
425
$619K 0.01%
23,236
15 16
17
18 19