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
501
$310K ﹤0.01%
+14,885
502
$305K ﹤0.01%
8,322
-9
503
$303K ﹤0.01%
11,787
+1
504
$303K ﹤0.01%
+8,660
505
$303K ﹤0.01%
810
+22
506
$297K ﹤0.01%
2,002
-83
507
$295K ﹤0.01%
4,227
508
$295K ﹤0.01%
+29,846
509
$294K ﹤0.01%
7,250
-665
510
$288K ﹤0.01%
65,252
+54,920
511
$288K ﹤0.01%
1,421
-474
512
$288K ﹤0.01%
5,679
513
$286K ﹤0.01%
5,884
-65
514
$286K ﹤0.01%
+2,346
515
$285K ﹤0.01%
2,083
-53
516
$285K ﹤0.01%
738
517
$280K ﹤0.01%
11,755
-1,302
518
$279K ﹤0.01%
10,000
-13,000
519
$279K ﹤0.01%
+379
520
$275K ﹤0.01%
630
-2
521
$275K ﹤0.01%
2,025
-1
522
$274K ﹤0.01%
23,460
+1,344
523
$272K ﹤0.01%
16,568
+4,179
524
$271K ﹤0.01%
3,452
-315
525
$268K ﹤0.01%
995
+91
19 20
21
22 23