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
176
$4.88M 0.08%
55,989
+8,310
177
$4.73M 0.08%
29,268
-2,845
178
$4.71M 0.08%
79,852
-2,102
179
$4.65M 0.07%
+66,081
180
$4.53M 0.07%
229,285
+10,816
181
$4.51M 0.07%
89,767
+15,265
182
$4.45M 0.07%
39,628
+144
183
$4.45M 0.07%
36,953
-325
184
$4.45M 0.07%
20,535
-22
185
$4.39M 0.07%
122,474
-16,202
186
$4.34M 0.07%
49,165
+878
187
$4.3M 0.07%
+113,862
188
$4.3M 0.07%
52,025
+661
189
$4.27M 0.07%
35,785
+13,788
190
$4.27M 0.07%
79,790
-243
191
$4.23M 0.07%
86,552
+10,212
192
$4.16M 0.07%
15,590
+1,053
193
$4M 0.06%
102,466
194
$3.95M 0.06%
13,642
-15,649
195
$3.91M 0.06%
39,726
+285
196
$3.81M 0.06%
104,492
-632
197
$3.79M 0.06%
14,333
+5,741
198
$3.77M 0.06%
39,244
+200
199
$3.68M 0.06%
+41,372
200
$3.66M 0.06%
9,153
-111
6 7
8
9 10