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
476
$318K 0.01%
1,771
-276
477
$318K 0.01%
2,234
-37
478
$315K 0.01%
+63,711
479
$313K 0.01%
+6,737
480
$312K 0.01%
+12,940
481
$309K ﹤0.01%
4,654
+1,234
482
$308K ﹤0.01%
3,953
+358
483
$302K ﹤0.01%
4,817
484
$302K ﹤0.01%
642
-75
485
$301K ﹤0.01%
8,204
-18
486
$298K ﹤0.01%
+12,997
487
$292K ﹤0.01%
+291,264
488
$291K ﹤0.01%
2,839
-1,444
489
$291K ﹤0.01%
10,058
490
$290K ﹤0.01%
5,071
491
$290K ﹤0.01%
+3,693
492
$285K ﹤0.01%
21,820
493
$284K ﹤0.01%
20,388
-248
494
$283K ﹤0.01%
4,629
-32,881
495
$278K ﹤0.01%
13,758
-9
496
$274K ﹤0.01%
+6,589
497
$271K ﹤0.01%
43,735
498
$271K ﹤0.01%
1,584
+1
499
$269K ﹤0.01%
+669
500
$269K ﹤0.01%
+2,560
18 19
20
21 22