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
201
$3.66M 0.06%
34,260
+2,060
202
$3.63M 0.06%
23,187
+637
203
$3.62M 0.06%
137,948
-2,614
204
$3.6M 0.06%
+114,986
205
$3.56M 0.06%
+29,056
206
$3.49M 0.06%
1,631
+26
207
$3.48M 0.06%
+81,857
208
$3.48M 0.06%
74,235
-420
209
$3.39M 0.05%
67,791
-3,765
210
$3.34M 0.05%
57,887
-1,585
211
$3.34M 0.05%
+80,061
212
$3.26M 0.05%
26,537
+6,895
213
$3.2M 0.05%
18,531
-128
214
$3.2M 0.05%
85,205
-1,113
215
$3.17M 0.05%
+7,227
216
$3.15M 0.05%
84,595
+815
217
$3.09M 0.05%
70,687
+618
218
$3.09M 0.05%
35,714
+14,256
219
$3.08M 0.05%
105,349
-11,960
220
$3.01M 0.05%
12,473
-7,585
221
$2.99M 0.05%
9,059
+88
222
$2.98M 0.05%
51,661
-23,654
223
$2.97M 0.05%
11,529
-280
224
$2.96M 0.05%
14,696
+11,760
225
$2.95M 0.05%
+23,703
7 8
9
10 11