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
51
$36.5M 0.58%
533,447
+13,735
52
$36.4M 0.58%
119,037
+16,079
53
$36.2M 0.58%
586,144
+17,202
54
$35.4M 0.57%
629,842
+19,554
55
$35.3M 0.56%
434,711
-16,927
56
$35M 0.56%
589,688
+19,647
57
$34.9M 0.56%
1,188,233
+38,410
58
$34.8M 0.56%
384,919
+2,797
59
$32.7M 0.52%
1,022,126
+30,510
60
$32.4M 0.52%
802,736
+31,809
61
$31.7M 0.51%
856,172
+842,988
62
$31.5M 0.5%
264,803
+8,258
63
$30M 0.48%
778,715
+26,003
64
$29.3M 0.47%
90,520
+1,964
65
$26.9M 0.43%
164,687
+9,275
66
$26.8M 0.43%
376,981
+10,489
67
$25.9M 0.41%
1,131,858
+39,622
68
$25.9M 0.41%
353,448
+8,858
69
$25.4M 0.41%
190,926
+22,642
70
$25.3M 0.4%
1,918,612
+65,765
71
$24.9M 0.4%
69,730
+17,861
72
$24.7M 0.39%
96,009
-38,835
73
$23.9M 0.38%
276,019
-2,627
74
$23.9M 0.38%
572,404
+129,753
75
$23M 0.37%
892,005
+17,251
1 2
3
4 5