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
51
$48.9M 0.55%
282,885
+7,453
52
$48.7M 0.55%
133,284
+35,529
53
$43.9M 0.49%
557,169
+14,500
54
$42M 0.47%
63,971
+4,684
55
$41.5M 0.47%
624,891
+17,793
56
$41.5M 0.47%
134,803
-39,372
57
$41.1M 0.46%
372,878
+10,639
58
$40.4M 0.46%
128,810
+67,823
59
$40.4M 0.45%
401,473
+32,566
60
$40.2M 0.45%
882,307
+29,299
61
$40M 0.45%
190,017
+16,164
62
$39.9M 0.45%
390,452
-64,341
63
$39.7M 0.45%
331,997
+41,770
64
$39M 0.44%
397,589
+9,581
65
$35.3M 0.4%
+156,966
66
$34.6M 0.39%
197,892
+17,240
67
$34.6M 0.39%
177,904
+15,097
68
$32.7M 0.37%
192,956
+14,386
69
$32.4M 0.36%
59,509
+2,009
70
$32M 0.36%
37,626
+1,195
71
$31.4M 0.35%
495,139
+13,990
72
$31.3M 0.35%
73,248
+6,109
73
$30.5M 0.34%
554,731
+13,485
74
$29.8M 0.33%
98,064
+8,995
75
$28.5M 0.32%
349,353
-150
1 2
3
4 5