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
176
$5.81M 0.08%
45,505
-80,956
177
$5.74M 0.08%
54,919
+39,637
178
$5.73M 0.08%
11,964
+5,722
179
$5.67M 0.08%
18,360
+21
180
$5.54M 0.07%
39,039
+428
181
$5.34M 0.07%
+38,038
182
$5.34M 0.07%
46,552
+1,461
183
$5.33M 0.07%
+361,635
184
$5.26M 0.07%
47,724
+2,878
185
$5.23M 0.07%
38,706
+401
186
$5.19M 0.07%
98,011
+1,790
187
$5.18M 0.07%
51,176
+1,712
188
$5.03M 0.07%
52,664
+448
189
$4.81M 0.06%
31,149
-3,656
190
$4.77M 0.06%
71,030
+65,510
191
$4.74M 0.06%
124,381
+9,997
192
$4.72M 0.06%
78,168
+56,248
193
$4.47M 0.06%
204,419
+15,917
194
$4.43M 0.06%
38,630
+1,461
195
$4.41M 0.06%
46,522
-384,497
196
$4.4M 0.06%
27,231
-22,949
197
$4.38M 0.06%
+26,462
198
$4.26M 0.06%
67,726
+13,576
199
$4.24M 0.06%
69,527
-18,094
200
$4.24M 0.06%
112,128
+42,179
6 7
8
9 10