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
351
$1.18M 0.01%
14,819
-10,271
352
$1.18M 0.01%
21,728
+2,687
353
$1.18M 0.01%
297
-9
354
$1.16M 0.01%
+81,168
355
$1.16M 0.01%
+28,801
356
$1.12M 0.01%
45,513
-1,722
357
$1.11M 0.01%
3,534
+230
358
$1.11M 0.01%
+27,530
359
$1.1M 0.01%
+13,590
360
$1.09M 0.01%
22,703
-11,522
361
$1.08M 0.01%
7,542
+1,121
362
$1.07M 0.01%
116,772
+10,202
363
$1.06M 0.01%
88,305
+5,212
364
$1.05M 0.01%
+5,250
365
$1.04M 0.01%
2,768
+68
366
$1.03M 0.01%
+14,716
367
$1M 0.01%
32,664
-29,204
368
$989K 0.01%
+140,629
369
$983K 0.01%
5,566
-108
370
$981K 0.01%
+21,322
371
$926K 0.01%
+217,982
372
$924K 0.01%
11,396
-934
373
$917K 0.01%
15,434
+2,557
374
$913K 0.01%
13,821
-1,267
375
$896K 0.01%
+24,047
13 14
15
16 17