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
301
$1.88M 0.02%
95,810
+13,068
302
$1.82M 0.02%
53,846
+2,306
303
$1.79M 0.02%
23,168
+3,550
304
$1.78M 0.02%
40,976
+3,743
305
$1.78M 0.02%
32,413
+2,945
306
$1.78M 0.02%
21,573
+1,611
307
$1.77M 0.02%
277,444
+174,552
308
$1.75M 0.02%
11,801
+1,078
309
$1.74M 0.02%
9,484
-20,453
310
$1.7M 0.02%
121,024
+9,348
311
$1.7M 0.02%
25,700
+3,070
312
$1.69M 0.02%
7,456
+826
313
$1.69M 0.02%
16,184
+2,124
314
$1.68M 0.02%
28,351
+2,509
315
$1.64M 0.02%
8,943
+914
316
$1.62M 0.02%
464,255
+27,782
317
$1.62M 0.02%
38,773
-2,146
318
$1.62M 0.02%
39,515
+3,613
319
$1.6M 0.02%
13,092
+1,686
320
$1.58M 0.02%
8,410
+596
321
$1.58M 0.02%
2,846
-1,478
322
$1.57M 0.02%
64,440
+13,963
323
$1.56M 0.02%
56,410
+3,638
324
$1.56M 0.02%
17,407
+1,962
325
$1.56M 0.02%
40,844
+4,542
11 12
13
14 15