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
151
$6.59M 0.11%
309,677
+19,123
152
$6.55M 0.1%
30,453
-511
153
$6.43M 0.1%
52,938
+49,428
154
$6.3M 0.1%
22,521
+2,193
155
$6.21M 0.1%
88,387
-89,491
156
$6.17M 0.1%
98,213
-76,138
157
$6.08M 0.1%
+139,980
158
$6.08M 0.1%
92,404
-2,323
159
$6.06M 0.1%
+21,896
160
$5.99M 0.1%
+73,176
161
$5.97M 0.1%
104,527
-548
162
$5.92M 0.09%
184,482
-3,765
163
$5.91M 0.09%
42,398
+16,924
164
$5.88M 0.09%
62,708
-1,113
165
$5.82M 0.09%
52,945
+249
166
$5.79M 0.09%
45,437
-216
167
$5.75M 0.09%
+21,271
168
$5.58M 0.09%
46,284
+99
169
$5.37M 0.09%
94,656
-2,842
170
$5.35M 0.09%
38,161
+852
171
$5.14M 0.08%
+48,373
172
$5.05M 0.08%
37,175
+27,173
173
$5.02M 0.08%
26,709
+1,049
174
$4.94M 0.08%
17,934
+17,173
175
$4.92M 0.08%
44,011
-468
5 6
7
8 9