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
201
$4.2M 0.06%
62,879
+11,836
202
$4.15M 0.06%
29,332
+477
203
$4.14M 0.06%
73,080
+390
204
$4.04M 0.05%
107,155
+3,977
205
$3.97M 0.05%
84,460
+2,275
206
$3.94M 0.05%
1,602
+27
207
$3.88M 0.05%
+31,213
208
$3.81M 0.05%
20,706
+1,716
209
$3.78M 0.05%
31,103
+2,651
210
$3.76M 0.05%
9,055
+322
211
$3.73M 0.05%
369,744
+13,329
212
$3.7M 0.05%
+61,567
213
$3.69M 0.05%
114,284
-18,412
214
$3.66M 0.05%
71,336
+10,411
215
$3.65M 0.05%
26,136
+668
216
$3.64M 0.05%
42,176
+1,900
217
$3.63M 0.05%
14,716
+361
218
$3.62M 0.05%
121,177
+4,203
219
$3.6M 0.05%
52,360
+894
220
$3.5M 0.05%
43,368
+1,758
221
$3.49M 0.05%
41,389
+436
222
$3.46M 0.05%
8,731
-13,083
223
$3.37M 0.05%
+36,483
224
$3.32M 0.04%
+46,057
225
$3.24M 0.04%
22,819
-1,694
7 8
9
10 11