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
201
$4.1M 0.05%
154,116
+5,896
202
$4.1M 0.05%
65,484
+3,184
203
$3.98M 0.04%
10,878
+545
204
$3.97M 0.04%
69,447
+6,579
205
$3.96M 0.04%
84,818
+591
206
$3.93M 0.04%
8,380
+832
207
$3.93M 0.04%
+404,245
208
$3.89M 0.04%
17,513
+11,969
209
$3.89M 0.04%
68,043
+3,244
210
$3.86M 0.04%
36,209
+1,036
211
$3.75M 0.04%
73,307
+4,344
212
$3.74M 0.04%
40,006
+1,032
213
$3.66M 0.04%
68,942
+11,649
214
$3.65M 0.04%
29,222
+949
215
$3.58M 0.04%
41,642
+2,715
216
$3.54M 0.04%
14,969
+639
217
$3.52M 0.04%
9,653
+888
218
$3.52M 0.04%
36,963
+1,371
219
$3.47M 0.04%
63,344
-1,493
220
$3.44M 0.04%
360,307
+7,246
221
$3.39M 0.04%
17,718
+1,083
222
$3.39M 0.04%
33,608
+1,359
223
$3.38M 0.04%
26,854
+1,766
224
$3.32M 0.04%
+10,756
225
$3.32M 0.04%
96,875
+4,860
7 8
9
10 11