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
551
$169K ﹤0.01%
25,632
+1,653
552
$162K ﹤0.01%
+11,635
553
$161K ﹤0.01%
+14,369
554
$86K ﹤0.01%
+11,387
555
$82K ﹤0.01%
+12,266
556
$77K ﹤0.01%
+297
557
$74K ﹤0.01%
+21,013
558
$73K ﹤0.01%
+14,193
559
$69K ﹤0.01%
+21,908
560
$59K ﹤0.01%
+21,919
561
$55K ﹤0.01%
+18,161
562
$54K ﹤0.01%
+2,037
563
$46K ﹤0.01%
+1,182
564
$42K ﹤0.01%
+5,491
565
$39K ﹤0.01%
+255
566
$37K ﹤0.01%
+14,196
567
$36K ﹤0.01%
+12,851
568
$30K ﹤0.01%
+13,344
569
$28K ﹤0.01%
+14,394
570
$25K ﹤0.01%
+13,300
571
$24K ﹤0.01%
+79,638
572
$23K ﹤0.01%
13,085
+4
573
$22K ﹤0.01%
+2,284
574
$17K ﹤0.01%
+40,256
575
$5K ﹤0.01%
10
21 22
23
24 25