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
101
$18.5M 0.25%
32,068
+1,325
102
$18.5M 0.25%
159,764
+5,156
103
$18.4M 0.25%
263,924
+10,665
104
$18.4M 0.25%
93,182
+4,403
105
$18.1M 0.24%
52,802
-41,268
106
$18.1M 0.24%
+77,702
107
$18M 0.24%
611,825
+161,465
108
$17.9M 0.24%
123,509
+3,932
109
$17.5M 0.23%
116,054
+5,839
110
$17.4M 0.23%
34,948
+1,413
111
$17.2M 0.23%
131,063
+1,969
112
$17.1M 0.23%
74,741
+2,909
113
$15.8M 0.21%
139,431
+8,149
114
$15.4M 0.21%
153,938
+80,022
115
$15.1M 0.2%
49,195
+2,476
116
$15M 0.2%
66,523
+633
117
$15M 0.2%
194,289
+10,073
118
$14.5M 0.19%
104,667
+49,265
119
$14.5M 0.19%
50,716
+2,125
120
$14.4M 0.19%
32,371
+1,562
121
$14M 0.19%
239,978
+8,196
122
$13.5M 0.18%
69,508
-18,042
123
$13.5M 0.18%
37,237
+3,027
124
$13.3M 0.18%
81,801
+1,268
125
$13.3M 0.18%
44,768
+1,122
3 4
5
6 7