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
426
$567K 0.01%
+1,846
427
$566K 0.01%
10,954
-316
428
$564K 0.01%
5,148
-413
429
$561K 0.01%
7,440
-431
430
$557K 0.01%
40,710
+8,908
431
$547K 0.01%
368
-393
432
$545K 0.01%
76,114
+6,125
433
$525K 0.01%
10,941
-100
434
$524K 0.01%
+37,245
435
$520K 0.01%
3,027
-1,958
436
$518K 0.01%
3,155
-26,694
437
$518K 0.01%
+12,204
438
$514K 0.01%
8,646
+584
439
$513K 0.01%
14,091
440
$504K 0.01%
14,467
-1,267
441
$503K 0.01%
+558
442
$503K 0.01%
+9,455
443
$492K 0.01%
6,100
-1,427
444
$489K 0.01%
15,796
-358,292
445
$489K 0.01%
6,425
-1,043
446
$488K 0.01%
34,343
+4,235
447
$478K 0.01%
+12,970
448
$475K 0.01%
11,432
-212,259
449
$475K 0.01%
3,662
-2
450
$474K 0.01%
6,913
16 17
18
19 20