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
376
$887K 0.01%
9,460
-2,620
377
$877K 0.01%
+24,173
378
$875K 0.01%
5,454
-1,844
379
$851K 0.01%
8,136
-3,211
380
$851K 0.01%
16,599
-8,588
381
$837K 0.01%
1,419
-1
382
$821K 0.01%
+77,817
383
$821K 0.01%
31,780
+628
384
$813K 0.01%
18,101
+8,865
385
$802K 0.01%
1,391
-69
386
$772K 0.01%
29,071
+2,845
387
$763K 0.01%
2,919
-141
388
$747K 0.01%
6,867
-206,993
389
$744K 0.01%
21,143
-21,533
390
$728K 0.01%
+3,314
391
$722K 0.01%
1,350
+744
392
$713K 0.01%
8,292
393
$701K 0.01%
10,710
-4,071
394
$694K 0.01%
25,399
+1,880
395
$691K 0.01%
10,823
+2,925
396
$685K 0.01%
12,784
+60
397
$681K 0.01%
1,822
-3,472
398
$677K 0.01%
15,460
+5,672
399
$661K 0.01%
+7,868
400
$658K 0.01%
+6,770
14 15
16
17 18