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
501
$336K ﹤0.01%
6,625
502
$331K ﹤0.01%
+1,005
503
$329K ﹤0.01%
4,602
-39,858
504
$326K ﹤0.01%
397
-18
505
$326K ﹤0.01%
4,334
-85,984
506
$323K ﹤0.01%
700
+42
507
$321K ﹤0.01%
+2,221
508
$319K ﹤0.01%
826
-649
509
$313K ﹤0.01%
+5,843
510
$313K ﹤0.01%
+10,046
511
$311K ﹤0.01%
+26
512
$310K ﹤0.01%
3,959
+3
513
$309K ﹤0.01%
+2,792
514
$304K ﹤0.01%
8,123
-347
515
$303K ﹤0.01%
6,590
+1,842
516
$301K ﹤0.01%
3,410
517
$300K ﹤0.01%
+3,021
518
$299K ﹤0.01%
18,328
-1,504
519
$298K ﹤0.01%
6,700
520
$296K ﹤0.01%
12,136
-6,682
521
$296K ﹤0.01%
+3,718
522
$295K ﹤0.01%
26,487
-1,190
523
$294K ﹤0.01%
32,416
524
$294K ﹤0.01%
12,990
-363
525
$294K ﹤0.01%
2,732
-2
19 20
21
22 23