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
26
$76.7M 1.03%
1,106,140
+32,632
27
$74.2M 0.99%
1,195,433
+45,844
28
$73.6M 0.99%
712,121
+74,416
29
$73.4M 0.98%
736,586
+50,774
30
$70.5M 0.95%
1,286,678
+443,883
31
$69.7M 0.93%
841,818
+25,165
32
$66.1M 0.89%
889,809
+22,123
33
$65.5M 0.88%
939,388
+25,834
34
$63.5M 0.85%
990,330
+33,990
35
$61.7M 0.83%
743,574
+21,503
36
$58.7M 0.79%
2,051,788
+80,389
37
$55.7M 0.75%
117,757
-9,877
38
$54.9M 0.74%
2,849,465
+153,081
39
$54.3M 0.73%
554,234
+23,383
40
$54M 0.72%
4,283,921
+145,899
41
$52.9M 0.71%
255,070
+20,434
42
$51.3M 0.69%
1,422,621
+65,492
43
$51.2M 0.69%
108,293
-15,790
44
$50.8M 0.68%
2,900,190
+89,915
45
$50.2M 0.67%
220,025
+3,635
46
$49.6M 0.66%
370,277
+14,936
47
$48.3M 0.65%
1,272,831
+85,788
48
$46.9M 0.63%
221,148
+114,396
49
$46.5M 0.62%
372,798
+342,625
50
$45.3M 0.61%
561,911
+35,645
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