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
251
$2.75M 0.03%
128,238
+11,040
252
$2.71M 0.03%
73,101
-2,354
253
$2.67M 0.03%
+268,746
254
$2.63M 0.03%
5,251
+112
255
$2.56M 0.03%
4,683
+72
256
$2.54M 0.03%
50,472
+34,025
257
$2.53M 0.03%
50,145
-1,113
258
$2.52M 0.03%
85,097
+6,260
259
$2.51M 0.03%
18,983
+805
260
$2.51M 0.03%
+45,207
261
$2.49M 0.03%
13,585
+1,014
262
$2.49M 0.03%
203,025
+14,153
263
$2.45M 0.03%
28,397
+3,113
264
$2.43M 0.03%
40,749
+4,943
265
$2.41M 0.03%
+18,147
266
$2.4M 0.03%
80,663
-1,353
267
$2.39M 0.03%
33,920
+4,615
268
$2.38M 0.03%
7,722
+1,367
269
$2.34M 0.03%
+162,632
270
$2.32M 0.03%
296,719
+36,049
271
$2.31M 0.03%
18,353
+7,734
272
$2.28M 0.03%
+16,184
273
$2.24M 0.03%
+60,073
274
$2.24M 0.03%
+369,111
275
$2.23M 0.03%
204,778
+9,012
9 10
11
12 13