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
101
$22.7M 0.26%
52,714
+3,414
102
$22.4M 0.25%
40,497
+3,937
103
$21.3M 0.24%
549,477
+41,549
104
$21.3M 0.24%
470,799
+11,628
105
$21.1M 0.24%
585,106
+17,633
106
$20.9M 0.23%
54,417
+29,245
107
$20.7M 0.23%
98,327
+6,606
108
$20.6M 0.23%
187,496
+90,737
109
$20.6M 0.23%
283,611
-156,298
110
$20.4M 0.23%
197,911
+19,122
111
$20.3M 0.23%
150,661
+9,226
112
$19.9M 0.22%
487,385
+32,250
113
$19.3M 0.22%
60,175
+4,073
114
$18.9M 0.21%
42,837
+884
115
$18.3M 0.21%
123,119
+10,380
116
$18.3M 0.21%
237,927
+79,252
117
$17.8M 0.2%
102,466
+35,872
118
$17.5M 0.2%
247,081
+19,849
119
$17M 0.19%
804,939
+787,697
120
$17M 0.19%
158,570
-5,577
121
$16.8M 0.19%
44,033
+1,866
122
$16.7M 0.19%
581,233
+39,400
123
$16.5M 0.19%
371,286
+24,112
124
$16.3M 0.18%
86,794
+31,864
125
$16.2M 0.18%
49,220
+1,821
3 4
5
6 7