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
476
$411K ﹤0.01%
4,097
+1,575
477
$411K ﹤0.01%
8,839
+3,645
478
$408K ﹤0.01%
10,670
+93
479
$407K ﹤0.01%
1,470
+21
480
$400K ﹤0.01%
+6,588
481
$398K ﹤0.01%
28,945
+4,491
482
$389K ﹤0.01%
2,134
+687
483
$379K ﹤0.01%
9,999
+2,806
484
$377K ﹤0.01%
14,948
-1,860
485
$376K ﹤0.01%
+2,877
486
$372K ﹤0.01%
14,818
-1,971
487
$369K ﹤0.01%
1,745
-233
488
$360K ﹤0.01%
12,432
+4,514
489
$356K ﹤0.01%
4,259
490
$353K ﹤0.01%
2,422
+663
491
$348K ﹤0.01%
57,928
492
$347K ﹤0.01%
893
-6
493
$345K ﹤0.01%
3,239
-182
494
$342K ﹤0.01%
2,882
+271
495
$332K ﹤0.01%
6,784
-57,214
496
$332K ﹤0.01%
1,115
+103
497
$331K ﹤0.01%
4,325
+762
498
$321K ﹤0.01%
39,016
-3,412
499
$316K ﹤0.01%
19,997
+91
500
$314K ﹤0.01%
2,715
-283,326
18 19
20
21 22