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
451
$392K 0.01%
10,244
452
$390K 0.01%
+11,192
453
$389K 0.01%
9,715
454
$386K 0.01%
4,599
+1
455
$385K 0.01%
+6,686
456
$383K 0.01%
556
-55
457
$378K 0.01%
16,138
-814
458
$375K 0.01%
9,023
-36
459
$374K 0.01%
13,931
+6,000
460
$365K 0.01%
2,279
+256
461
$363K 0.01%
35,691
+13,267
462
$363K 0.01%
2,309
-48
463
$363K 0.01%
9,014
-5,851
464
$361K 0.01%
+34,769
465
$361K 0.01%
4,067
+350
466
$355K 0.01%
+9,690
467
$351K 0.01%
16,348
-491
468
$351K 0.01%
+15,496
469
$351K 0.01%
9,619
+872
470
$350K 0.01%
2,264
+156
471
$350K 0.01%
13,690
+8,221
472
$338K 0.01%
10,776
-210
473
$326K 0.01%
+5,101
474
$325K 0.01%
+15,724
475
$323K 0.01%
44,441
+32,560
17 18
19
20 21