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
176
$5.92M 0.07%
395,375
+18,361
177
$5.92M 0.07%
68,953
+2,768
178
$5.81M 0.07%
144,444
+5,165
179
$5.7M 0.06%
361,433
+32,364
180
$5.67M 0.06%
165,819
+10,193
181
$5.64M 0.06%
91,670
+7,132
182
$5.59M 0.06%
48,539
+1,669
183
$5.44M 0.06%
128,105
+5,672
184
$5.25M 0.06%
109,118
+8,930
185
$5.23M 0.06%
37,899
+1,134
186
$5.19M 0.06%
57,094
+2,254
187
$5.15M 0.06%
29,473
-7,139
188
$5.1M 0.06%
72,465
+2,655
189
$4.98M 0.06%
41,950
-6,039
190
$4.96M 0.06%
12,055
+5,846
191
$4.91M 0.06%
170,363
+12,284
192
$4.89M 0.06%
37,750
+2,691
193
$4.66M 0.05%
+35,364
194
$4.6M 0.05%
23,705
+867
195
$4.45M 0.05%
54,330
+2,710
196
$4.4M 0.05%
37,249
+895
197
$4.32M 0.05%
17,895
+1,255
198
$4.25M 0.05%
61,992
+5,571
199
$4.14M 0.05%
108,496
+2,331
200
$4.12M 0.05%
16,581
+898
6 7
8
9 10