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
526
$216K ﹤0.01%
2,324
-305
527
$216K ﹤0.01%
+1,948
528
$215K ﹤0.01%
2,499
-4,171
529
$215K ﹤0.01%
+1,007
530
$213K ﹤0.01%
+5,938
531
$212K ﹤0.01%
2,847
-15,554
532
$209K ﹤0.01%
1,113
+55
533
$208K ﹤0.01%
+1,719
534
$206K ﹤0.01%
11,000
535
$206K ﹤0.01%
9,342
+8
536
$205K ﹤0.01%
+9,999
537
$205K ﹤0.01%
+4,614
538
$205K ﹤0.01%
7,510
539
$205K ﹤0.01%
2,734
+1
540
$203K ﹤0.01%
3,951
541
$203K ﹤0.01%
+930
542
$203K ﹤0.01%
12,292
-1,620
543
$203K ﹤0.01%
4,739
544
$201K ﹤0.01%
+7,149
545
$199K ﹤0.01%
19,219
546
$198K ﹤0.01%
+5,972
547
$193K ﹤0.01%
21,694
548
$178K ﹤0.01%
14,833
-4,972
549
$176K ﹤0.01%
48,940
+288
550
$174K ﹤0.01%
10,220
+25
20 21
22
23 24