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
126
$16M 0.18%
161,706
+68,376
127
$15.8M 0.18%
77,578
+6,361
128
$15.4M 0.17%
51,801
+4,261
129
$14.5M 0.16%
140,120
+12,333
130
$14.3M 0.16%
60,281
+4,939
131
$14.3M 0.16%
100,149
+5,159
132
$13.9M 0.16%
191,253
+21,700
133
$13.5M 0.15%
147,949
+13,346
134
$13.2M 0.15%
50,285
+1,823
135
$13.2M 0.15%
502,207
+35,325
136
$13M 0.15%
29,268
+1,834
137
$12.5M 0.14%
+45,378
138
$12.2M 0.14%
49,888
-4,943
139
$12.2M 0.14%
124,083
-54,048
140
$10.6M 0.12%
225,189
+19,651
141
$10.3M 0.12%
178,595
+89,674
142
$10.2M 0.12%
103,937
+7,356
143
$10M 0.11%
+72,387
144
$9.74M 0.11%
110,913
+7,299
145
$9.04M 0.1%
280,419
+20,375
146
$8.99M 0.1%
61,835
+2,744
147
$8.89M 0.1%
119,672
+2,787
148
$8.86M 0.1%
151,447
+207
149
$8.86M 0.1%
149,646
+127,353
150
$8.82M 0.1%
+68,041
4 5
6
7 8