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
126
$12.7M 0.17%
47,625
+1,065
127
$12.3M 0.17%
118,681
+3,318
128
$12.2M 0.16%
121,687
+6,501
129
$11.8M 0.16%
492,802
+16,934
130
$11.5M 0.15%
32,408
+147
131
$11.1M 0.15%
250,587
+6,938
132
$11M 0.15%
131,763
+97,070
133
$10.8M 0.15%
342,022
+92,160
134
$10.8M 0.15%
15,714
+1,180
135
$10.7M 0.14%
213,715
+26,910
136
$10.6M 0.14%
31,918
+1,598
137
$10.6M 0.14%
+21,216
138
$9.7M 0.13%
43,591
+2,344
139
$9.62M 0.13%
32,777
+1,910
140
$9.33M 0.13%
93,896
+4,219
141
$9.29M 0.12%
+194,349
142
$9.02M 0.12%
233,177
+8,295
143
$9.02M 0.12%
27,673
+1,532
144
$8.92M 0.12%
95,964
+5,218
145
$8.9M 0.12%
24,446
+1,187
146
$8.5M 0.11%
108,495
+4,535
147
$8.45M 0.11%
18,194
+17,503
148
$7.9M 0.11%
309,585
+13,590
149
$7.85M 0.11%
20,376
+2,525
150
$7.35M 0.1%
69,301
+5,374
4 5
6
7 8