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
476
$405K 0.01%
+59,612
477
$405K 0.01%
8,812
+1,585
478
$405K 0.01%
3,693
-29
479
$404K 0.01%
11,097
-3,579
480
$399K 0.01%
9,869
-159
481
$398K 0.01%
20,197
+4,939
482
$393K 0.01%
5,821
+720
483
$390K 0.01%
6,467
484
$387K 0.01%
7,897
485
$384K 0.01%
5,203
-123
486
$382K 0.01%
+44,587
487
$381K 0.01%
16,260
+794
488
$380K 0.01%
11,193
-26,916
489
$376K 0.01%
2,307
-4
490
$371K 0.01%
31,439
+3,319
491
$366K ﹤0.01%
+2,649
492
$364K ﹤0.01%
+16,407
493
$363K ﹤0.01%
+3,372
494
$363K ﹤0.01%
+5,138
495
$359K ﹤0.01%
1,440
+400
496
$353K ﹤0.01%
3,270
-11
497
$346K ﹤0.01%
6,370
+23
498
$345K ﹤0.01%
+21,750
499
$344K ﹤0.01%
+42,538
500
$342K ﹤0.01%
+10,714
18 19
20
21 22