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
576
$210K ﹤0.01%
+10,714
577
$210K ﹤0.01%
369
-1,410
578
$209K ﹤0.01%
1,105
-156
579
$209K ﹤0.01%
+5,108
580
$209K ﹤0.01%
+8,206
581
$208K ﹤0.01%
+4,707
582
$208K ﹤0.01%
2,513
-171
583
$207K ﹤0.01%
+5,834
584
$206K ﹤0.01%
+4,177
585
$206K ﹤0.01%
+4,500
586
$205K ﹤0.01%
6,913
587
$203K ﹤0.01%
+3,800
588
$203K ﹤0.01%
+6,743
589
$203K ﹤0.01%
2,777
+4
590
$200K ﹤0.01%
19,107
591
$199K ﹤0.01%
14,234
592
$198K ﹤0.01%
10,627
593
$192K ﹤0.01%
21,646
-48
594
$174K ﹤0.01%
27,777
+15,505
595
$144K ﹤0.01%
+11,521
596
$143K ﹤0.01%
+11,317
597
$140K ﹤0.01%
+11,039
598
$132K ﹤0.01%
49,946
+5,326
599
$119K ﹤0.01%
11,935
+2
600
$119K ﹤0.01%
+12,204
22 23
24
25 26