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
26
$90.5M 1.02%
1,903,973
+50,588
27
$82.6M 0.93%
324,171
-8,026
28
$82.4M 0.93%
1,996,937
+51,782
29
$82.3M 0.93%
283,579
+13,774
30
$80.9M 0.91%
798,740
+19,730
31
$76.9M 0.87%
1,207,848
+36,333
32
$72.6M 0.82%
748,308
-1,694
33
$70.5M 0.79%
1,045,280
+44,180
34
$70.4M 0.79%
1,326,266
+43,179
35
$68.9M 0.78%
488,250
+24,603
36
$60.3M 0.68%
2,153,895
+61,200
37
$60.2M 0.68%
387,059
+18,133
38
$59.2M 0.67%
99,496
+7,855
39
$57.7M 0.65%
2,903,361
+67,499
40
$57.6M 0.65%
1,579,799
+40,848
41
$57.1M 0.64%
1,706,173
+49,021
42
$56.9M 0.64%
1,434,064
+28,144
43
$56.5M 0.64%
285,339
-33,199
44
$55.8M 0.63%
109,543
+6,961
45
$54.2M 0.61%
2,834,816
+78,956
46
$53.2M 0.6%
213,011
+9,902
47
$53.2M 0.6%
473,689
+86,481
48
$50.4M 0.57%
107,993
+1,104
49
$49.9M 0.56%
677,138
+18,360
50
$49.7M 0.56%
1,268,904
-218,590
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