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
426
$471K 0.01%
8,406
-4,870
427
$466K 0.01%
8,166
-199
428
$466K 0.01%
4,278
+32
429
$466K 0.01%
8,806
+1,189
430
$462K 0.01%
19,436
431
$459K 0.01%
15,702
-38
432
$456K 0.01%
8,119
-5,348
433
$453K 0.01%
6,167
434
$453K 0.01%
+11,666
435
$451K 0.01%
11,717
-450
436
$445K 0.01%
2,070
+1,119
437
$445K 0.01%
49,770
-1
438
$439K 0.01%
+5,013
439
$435K 0.01%
24,223
440
$433K 0.01%
2,310
+2
441
$433K 0.01%
+28,533
442
$428K 0.01%
19,326
+10,155
443
$425K 0.01%
+3,189
444
$417K 0.01%
+35,253
445
$417K 0.01%
20,633
+124
446
$416K 0.01%
32,398
-2,406
447
$396K 0.01%
5,253
+420
448
$395K 0.01%
1,172
-13,688
449
$395K 0.01%
8,486
+1,302
450
$392K 0.01%
33,794
+20,196
16 17
18
19 20