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
$8.88B
AUM Growth
-$494M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
732
New
Increased
Reduced
Closed

Top Buys

1
+$57M
2
+$35.3M
3
+$23.8M
4
SPOT icon
Spotify
SPOT
+$21.3M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$21.2M

Top Sells

1
+$231M
2
+$180M
3
+$111M
4
BAC icon
Bank of America
BAC
+$79.8M
5
AEP icon
American Electric Power
AEP
+$60.8M

Sector Composition

1 Technology 21.29%
2 Financials 14.47%
3 Industrials 11.17%
4 Healthcare 11.1%
5 Communication Services 8.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.31M 0.04%
25,643
+1,335
227
$3.31M 0.04%
98,057
+3,643
228
$3.3M 0.04%
194,169
+27,003
229
$3.27M 0.04%
137,021
+5,069
230
$3.27M 0.04%
23,140
+820
231
$3.25M 0.04%
+8,022
232
$3.22M 0.04%
36,002
+1,826
233
$3.16M 0.04%
20,883
+817
234
$3.16M 0.04%
+19,967
235
$3.12M 0.04%
150,531
+9,634
236
$3.07M 0.03%
60,491
+3,838
237
$3.07M 0.03%
+590,022
238
$3.05M 0.03%
+20,884
239
$3.04M 0.03%
44,376
+5,855
240
$3M 0.03%
+18,411
241
$2.92M 0.03%
9,785
-16,675
242
$2.88M 0.03%
13,221
+401
243
$2.87M 0.03%
6,800
+473
244
$2.86M 0.03%
31,892
+2,842
245
$2.84M 0.03%
16,724
+954
246
$2.8M 0.03%
+32,511
247
$2.79M 0.03%
240,349
-28,026
248
$2.78M 0.03%
47,397
+43,597
249
$2.77M 0.03%
79,400
-6,180
250
$2.76M 0.03%
51,504
-13,328
8 9
10
11 12