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
76
$22.3M 0.36%
97,589
+26
77
$22.1M 0.35%
46,809
+780
78
$22M 0.35%
366,020
-43,617
79
$21.7M 0.35%
145,561
-3,877
80
$21.4M 0.34%
157,583
-2,377
81
$21M 0.34%
289,095
+43,365
82
$20.3M 0.32%
89,913
+1,274
83
$20M 0.32%
60,501
-323
84
$19.5M 0.31%
+440,389
85
$19.5M 0.31%
1,603,030
-1,647,990
86
$19.2M 0.31%
142,546
-5,507
87
$18.9M 0.3%
48,736
+17,284
88
$18.5M 0.3%
530,473
+18,536
89
$18M 0.29%
176,045
-5,554
90
$16.8M 0.27%
108,626
+22,299
91
$16M 0.26%
95,655
-1,456
92
$15.9M 0.25%
46,802
-18,555
93
$15.8M 0.25%
118,003
-1,755
94
$15.7M 0.25%
191,858
-3,554
95
$15.5M 0.25%
30,651
-520
96
$15.5M 0.25%
88,057
-1,737
97
$15.4M 0.25%
249,179
-5,024
98
$15.3M 0.25%
312,058
+34,597
99
$15.1M 0.24%
104,990
-1,283
100
$14.9M 0.24%
211,221
-1
2 3
4
5 6