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
26
$69.7M 1.11%
723,287
+3,670
27
$68.7M 1.1%
124,754
+3,415
28
$67.9M 1.08%
294,089
+6,800
29
$67.7M 1.08%
789,562
+23,842
30
$63.7M 1.02%
240,121
+4,417
31
$62.2M 0.99%
749,218
+38,199
32
$58.2M 0.93%
1,927,612
+26,213
33
$57.6M 0.92%
1,028,258
+30,789
34
$55.4M 0.89%
109,651
+1,061
35
$53.9M 0.86%
1,337,076
+33,891
36
$50.1M 0.8%
346,782
+6,793
37
$48.2M 0.77%
3,006,990
+48,058
38
$47.9M 0.77%
874,187
+24,353
39
$45.8M 0.73%
118,548
+2,543
40
$44.8M 0.72%
2,692,639
+76,902
41
$44M 0.7%
207,323
+5,211
42
$43.6M 0.7%
197,696
+3,343
43
$42.7M 0.68%
528,564
+14,394
44
$42M 0.67%
944,820
+28,480
45
$41.3M 0.66%
427,081
+362,672
46
$40.6M 0.65%
495,724
-432
47
$40.5M 0.65%
2,642,762
+7,456
48
$40.4M 0.65%
928,847
+29,687
49
$38.5M 0.62%
257,694
+6,376
50
$36.9M 0.59%
839,252
+16,450
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