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
401
$650K 0.01%
2,949
+492
402
$649K 0.01%
12,899
403
$648K 0.01%
6,525
+1,445
404
$643K 0.01%
6,725
+1,514
405
$640K 0.01%
23,459
-25
406
$640K 0.01%
2,411
-588
407
$637K 0.01%
+39,898
408
$635K 0.01%
20,329
-29,668
409
$633K 0.01%
1,399
+684
410
$632K 0.01%
12,386
+482
411
$628K 0.01%
17,904
-153
412
$619K 0.01%
+93,019
413
$612K 0.01%
29,951
414
$612K 0.01%
2,703
+19
415
$609K 0.01%
+17,329
416
$606K 0.01%
44,115
+6,849
417
$605K 0.01%
+13,957
418
$605K 0.01%
+17,433
419
$597K 0.01%
4,824
-60
420
$596K 0.01%
17,030
-65
421
$572K 0.01%
3,135
+433
422
$572K 0.01%
3,646
+595
423
$571K 0.01%
+30,978
424
$568K 0.01%
556
+137
425
$568K 0.01%
5,330
-460
15 16
17
18 19