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
451
$467K 0.01%
18,030
+4,971
452
$467K 0.01%
11,120
-104,241
453
$464K 0.01%
2,737
-10,432
454
$464K 0.01%
3,251
+299
455
$459K 0.01%
19,046
+1,783
456
$458K 0.01%
9,648
-121
457
$457K 0.01%
1,833
458
$457K 0.01%
6,385
+462
459
$455K 0.01%
20,276
+3,008
460
$448K 0.01%
8,918
-117
461
$435K ﹤0.01%
19,098
+228
462
$431K ﹤0.01%
2,183
+949
463
$431K ﹤0.01%
+80,477
464
$430K ﹤0.01%
4,950
-18,299
465
$429K ﹤0.01%
22,276
+3,244
466
$427K ﹤0.01%
4,076
+1
467
$427K ﹤0.01%
4,399
+821
468
$426K ﹤0.01%
4,671
+428
469
$423K ﹤0.01%
+12,475
470
$423K ﹤0.01%
13,657
471
$422K ﹤0.01%
5,386
+8
472
$421K ﹤0.01%
4,270
+342
473
$420K ﹤0.01%
+17,815
474
$418K ﹤0.01%
11,626
+4,027
475
$414K ﹤0.01%
2,855
-26,276
17 18
19
20 21