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
451
$492K 0.01%
8,500
452
$491K 0.01%
2,455
+767
453
$489K 0.01%
14,188
+20
454
$485K 0.01%
6,537
-346
455
$476K 0.01%
19,512
+1,311
456
$470K 0.01%
55,000
457
$469K 0.01%
10,751
+51
458
$464K 0.01%
17,107
+3,189
459
$457K 0.01%
20,900
-532
460
$454K 0.01%
+20,780
461
$452K 0.01%
+19,766
462
$452K 0.01%
+22,008
463
$450K 0.01%
+21,332
464
$447K 0.01%
38,527
+4,998
465
$444K 0.01%
4,988
466
$442K 0.01%
14,754
+121
467
$439K 0.01%
17,304
+4,628
468
$439K 0.01%
904
-15,281
469
$431K 0.01%
2,801
-1,341
470
$425K 0.01%
926
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471
$424K 0.01%
947
-115
472
$423K 0.01%
16,915
473
$423K 0.01%
10,941
474
$420K 0.01%
1,467
-2
475
$412K 0.01%
9,706
17 18
19
20 21