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
51
$44.8M 0.6%
411,127
+24,655
52
$43.3M 0.58%
571,131
-653,129
53
$42.2M 0.57%
676,109
+23,319
54
$42.1M 0.56%
1,580,698
+535,378
55
$41.3M 0.55%
907,992
+126,753
56
$40.4M 0.54%
398,521
+20,554
57
$38.9M 0.52%
870,900
+40,272
58
$38.5M 0.52%
630,272
+34,038
59
$38M 0.51%
630,814
+35,712
60
$37.6M 0.5%
939,485
+39,560
61
$37.4M 0.5%
285,027
+7,298
62
$36.9M 0.5%
145,164
-22,507
63
$36.6M 0.49%
174,099
+8,726
64
$35M 0.47%
275,228
+8,918
65
$34.9M 0.47%
90,335
+3,419
66
$33.8M 0.45%
400,368
+14,624
67
$32.8M 0.44%
376,856
+9,245
68
$32.6M 0.44%
397,091
+22,195
69
$31.9M 0.43%
319,693
+159,296
70
$30.6M 0.41%
249,293
+57,750
71
$29.3M 0.39%
102,638
+5,220
72
$27.7M 0.37%
67,771
-5,322
73
$26.8M 0.36%
294,580
+13,299
74
$26.7M 0.36%
1,216,817
+83,557
75
$26.7M 0.36%
635,952
+361,084
1 2
3
4 5