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
76
$28.5M 0.32%
154,861
+12,179
77
$28M 0.32%
59,765
+5,432
78
$27.9M 0.31%
174,857
+12,654
79
$27.8M 0.31%
284,907
+3,570
80
$27.5M 0.31%
155,931
+11,231
81
$27.1M 0.3%
2,160,180
-1,925,916
82
$27M 0.3%
2,048,303
+53,616
83
$27M 0.3%
126,290
+10,611
84
$26.8M 0.3%
543,020
+14,968
85
$26.8M 0.3%
63,625
+3,636
86
$26.2M 0.3%
285,985
+37,600
87
$26.2M 0.29%
237,754
+49,098
88
$25.8M 0.29%
342,235
+8,020
89
$25.7M 0.29%
140,034
+8,734
90
$24.8M 0.28%
386,668
+48,841
91
$24.8M 0.28%
102,410
-36,962
92
$24.6M 0.28%
1,257,558
+252,960
93
$24.2M 0.27%
176,837
+5,194
94
$24.2M 0.27%
98,036
-18,012
95
$23.2M 0.26%
119,293
+11,997
96
$23.2M 0.26%
267,820
+19,575
97
$23.1M 0.26%
336,259
+7,438
98
$22.9M 0.26%
67,324
+8,279
99
$22.9M 0.26%
144,872
+4,353
100
$22.9M 0.26%
39,126
+1,440
2 3
4
5 6