ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$235M 3.75%
1,008,465
+30,887
2
$188M 3%
1,358,019
+94,153
3
$149M 2.38%
1,035,166
+31,004
4
$130M 2.07%
1,027,690
+28,651
5
$123M 1.97%
754,651
+15,638
6
$120M 1.92%
436,328
+5,073
7
$115M 1.84%
705,640
+32,120
8
$115M 1.83%
1,312,133
+66,181
9
$112M 1.79%
1,097,222
-27,848
10
$108M 1.72%
2,494,710
+53,070
11
$107M 1.7%
1,020,574
+26,980
12
$101M 1.62%
2,317,804
+133,641
13
$91.6M 1.46%
1,063,697
+28,056
14
$87.2M 1.39%
1,435,179
+33,011
15
$83.6M 1.34%
623,183
-37,266
16
$83M 1.33%
484,828
+10,314
17
$80.7M 1.29%
2,017,517
+41,651
18
$80.5M 1.29%
2,121,405
+33,513
19
$79.7M 1.27%
835,643
+13,696
20
$77.1M 1.23%
1,133,574
+45,279
21
$76.1M 1.22%
795,872
+24,492
22
$74.8M 1.19%
455,605
+6,980
23
$73.2M 1.17%
1,029,293
+18,258
24
$71.2M 1.14%
629,674
+22,361
25
$70.7M 1.13%
790,743
+95,160
1
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