ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$38.7M
2
+$33.3M
3
+$21.8M
4
AAPL icon
Apple
AAPL
+$14.8M
5
CASH icon
Pathward Financial
CASH
+$10.5M

Top Sells

1
+$57.6M
2
+$54.2M
3
+$30.3M
4
NVDA icon
NVIDIA
NVDA
+$26.1M
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
501
$267K ﹤0.01%
9,519
-7,150
502
$267K ﹤0.01%
7,934
503
$263K ﹤0.01%
3,178
-129,165
504
$261K ﹤0.01%
+6,700
505
$261K ﹤0.01%
+3,455
506
$261K ﹤0.01%
1,928
+146
507
$260K ﹤0.01%
3,792
+162
508
$259K ﹤0.01%
2,865
+4
509
$258K ﹤0.01%
+3,868
510
$249K ﹤0.01%
3,764
+4
511
$244K ﹤0.01%
3,410
+466
512
$244K ﹤0.01%
+6,816
513
$241K ﹤0.01%
36,989
514
$238K ﹤0.01%
2,507
-65
515
$237K ﹤0.01%
+6,157
516
$233K ﹤0.01%
+2,427
517
$233K ﹤0.01%
19,159
-1,227
518
$231K ﹤0.01%
2,881
519
$230K ﹤0.01%
6,647
520
$229K ﹤0.01%
3,209
+475
521
$228K ﹤0.01%
1,308
+140
522
$227K ﹤0.01%
209
+27
523
$223K ﹤0.01%
+4,616
524
$219K ﹤0.01%
1,107
-279
525
$218K ﹤0.01%
2,228
-448
19 20
21
22 23