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
276
$2.18M 0.02%
81,798
+5,977
277
$2.15M 0.02%
20,237
+1,572
278
$2.14M 0.02%
10,408
+257
279
$2.12M 0.02%
+21,701
280
$2.11M 0.02%
+263,116
281
$2.09M 0.02%
19,868
+541
282
$2.08M 0.02%
+6,855
283
$2.08M 0.02%
55,171
-7,975
284
$2.07M 0.02%
5,375
-211
285
$2.06M 0.02%
24,790
+9,071
286
$2.04M 0.02%
95,224
+8,009
287
$2.03M 0.02%
+29,406
288
$2.01M 0.02%
121,951
+13,082
289
$2M 0.02%
8,173
+835
290
$1.98M 0.02%
55,304
+8,823
291
$1.98M 0.02%
174,441
+17,440
292
$1.94M 0.02%
83,488
-3,183
293
$1.93M 0.02%
28,094
+16,525
294
$1.93M 0.02%
45,880
+4,921
295
$1.93M 0.02%
25,590
+2,659
296
$1.92M 0.02%
39,533
-13,882
297
$1.92M 0.02%
46,441
+136
298
$1.9M 0.02%
7,098
+63
299
$1.89M 0.02%
+36,865
300
$1.88M 0.02%
14,383
+953
10 11
12
13 14