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
151
$7.3M 0.1%
47,025
+27,180
152
$7.27M 0.1%
148,606
+9,480
153
$7.23M 0.1%
+96,558
154
$7.1M 0.1%
193,544
+12,276
155
$7.08M 0.09%
96,774
+2,887
156
$7.07M 0.09%
170,300
+12,651
157
$6.87M 0.09%
+105,113
158
$6.81M 0.09%
44,165
+2,801
159
$6.78M 0.09%
+82,370
160
$6.74M 0.09%
87,243
-125,564
161
$6.65M 0.09%
114,039
+81,100
162
$6.56M 0.09%
111,733
+10,241
163
$6.52M 0.09%
89,312
-424,517
164
$6.51M 0.09%
67,279
+7,308
165
$6.45M 0.09%
84,567
+26,336
166
$6.36M 0.09%
40,372
-19,511
167
$6.31M 0.08%
128,499
+11,405
168
$6.27M 0.08%
41,180
-160,962
169
$6.25M 0.08%
32,229
+3,378
170
$6.17M 0.08%
55,512
-35,602
171
$6.06M 0.08%
186,577
+35,120
172
$5.99M 0.08%
467,633
+225,658
173
$5.97M 0.08%
41,883
-10,711
174
$5.96M 0.08%
23,332
-29,808
175
$5.96M 0.08%
+43,422
5 6
7
8 9