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
326
$1.55M 0.02%
64,277
+4,826
327
$1.54M 0.02%
26,906
+8,234
328
$1.53M 0.02%
54,923
+3,007
329
$1.52M 0.02%
21,688
+3,407
330
$1.52M 0.02%
+17,006
331
$1.52M 0.02%
11,332
+3,231
332
$1.45M 0.02%
86,721
+7,846
333
$1.42M 0.02%
+18,833
334
$1.41M 0.02%
9,920
+737
335
$1.39M 0.02%
25,735
-3,066
336
$1.39M 0.02%
8,000
+352
337
$1.36M 0.02%
28,125
-2,535
338
$1.35M 0.02%
1,712
-19,569
339
$1.33M 0.02%
65,046
+6,386
340
$1.3M 0.01%
37,213
+2,707
341
$1.27M 0.01%
+15,602
342
$1.27M 0.01%
140,916
-29,931
343
$1.26M 0.01%
15,181
+1,473
344
$1.25M 0.01%
17,667
+1,617
345
$1.24M 0.01%
49,244
+4,665
346
$1.24M 0.01%
15,462
+2,813
347
$1.23M 0.01%
24,926
-1,599
348
$1.23M 0.01%
5,713
+412
349
$1.21M 0.01%
5,787
+969
350
$1.21M 0.01%
18,518
+1,322
12 13
14
15 16