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
151
$8.69M 0.1%
197,243
+142,094
152
$8.63M 0.1%
51,895
+4,289
153
$7.99M 0.09%
+61,996
154
$7.89M 0.09%
68,401
+3,450
155
$7.82M 0.09%
30,429
+3,400
156
$7.82M 0.09%
180,827
+14,573
157
$7.63M 0.09%
+268,594
158
$7.63M 0.09%
167,973
+4,591
159
$7.63M 0.09%
+295,917
160
$7.5M 0.08%
89,275
+5,950
161
$7.38M 0.08%
42,284
+1,081
162
$7.37M 0.08%
127,144
+53,148
163
$7.32M 0.08%
254,965
-10,317
164
$7.03M 0.08%
336,574
-46,238
165
$6.94M 0.08%
32,550
+31,175
166
$6.87M 0.08%
34,319
-6,579
167
$6.85M 0.08%
88,654
+11,598
168
$6.8M 0.08%
99,693
+6,279
169
$6.8M 0.08%
33,708
+1,471
170
$6.79M 0.08%
71,936
+2,756
171
$6.66M 0.07%
+85,761
172
$6.63M 0.07%
92,028
-4,532
173
$6.39M 0.07%
110,318
+4,310
174
$6.14M 0.07%
231,255
+27,293
175
$6.04M 0.07%
185,520
+3,880
5 6
7
8 9