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
101
$14.7M 0.24%
151,972
-4,812
102
$14.6M 0.23%
129,597
+1,438
103
$14.4M 0.23%
183,416
-1,912
104
$14.4M 0.23%
129,696
+5,467
105
$14.2M 0.23%
56,408
-1,592
106
$13.8M 0.22%
82,907
+37,634
107
$13.6M 0.22%
87,136
+4,527
108
$13.4M 0.21%
70,969
+390
109
$12.7M 0.2%
82,075
-2,539
110
$12.6M 0.2%
134,805
+87,723
111
$12.2M 0.19%
83,644
-1,539
112
$12.1M 0.19%
118,988
-464,689
113
$11.8M 0.19%
141,523
-268
114
$11.7M 0.19%
34,988
-1,683
115
$11.4M 0.18%
64,252
+1,533
116
$11.3M 0.18%
117,397
-4,092
117
$11.2M 0.18%
46,243
-718
118
$11.2M 0.18%
43,024
-1,601
119
$11.2M 0.18%
118,621
-1,939
120
$11M 0.18%
114,879
-5,361
121
$11M 0.18%
132,831
+63,394
122
$10.9M 0.18%
113,653
+87,989
123
$10.9M 0.17%
172,105
-82,796
124
$10.5M 0.17%
466,674
-167,380
125
$10.4M 0.17%
25,237
+16,774
3 4
5
6 7