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
126
$9.98M 0.16%
35,100
+1,189
127
$9.97M 0.16%
388,365
-12,235
128
$9.81M 0.16%
72,297
-91,894
129
$9.7M 0.16%
47,900
-1,074
130
$9.62M 0.15%
+408,560
131
$9.12M 0.15%
78,987
-1,421
132
$9.05M 0.14%
32,279
+1,310
133
$8.85M 0.14%
108,525
-1,650
134
$8.66M 0.14%
230,975
-6,363
135
$8.27M 0.13%
363,608
-14,921
136
$8.1M 0.13%
+177,911
137
$7.96M 0.13%
290,686
+111,925
138
$7.89M 0.13%
+91,628
139
$7.57M 0.12%
48,118
+25,954
140
$7.51M 0.12%
225,186
+1,847
141
$7.49M 0.12%
15,434
+14,663
142
$7.33M 0.12%
98,667
-4,291
143
$7.24M 0.12%
164,995
+43,300
144
$7.14M 0.11%
+240,289
145
$7.06M 0.11%
+41,545
146
$6.93M 0.11%
218,590
-8,497
147
$6.88M 0.11%
24,793
+22,665
148
$6.79M 0.11%
290,356
-5,617
149
$6.76M 0.11%
+253,735
150
$6.63M 0.11%
29,912
-521
4 5
6
7 8