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
526
$267K ﹤0.01%
2,565
527
$266K ﹤0.01%
4,938
-33
528
$266K ﹤0.01%
847
-136
529
$264K ﹤0.01%
+2,007
530
$262K ﹤0.01%
2,996
-461
531
$262K ﹤0.01%
4,443
-3,662
532
$262K ﹤0.01%
18,130
533
$261K ﹤0.01%
2,492
534
$260K ﹤0.01%
786
-27
535
$259K ﹤0.01%
4,112
+2
536
$259K ﹤0.01%
5,045
-38,607
537
$257K ﹤0.01%
2,500
538
$256K ﹤0.01%
526
-6,418
539
$253K ﹤0.01%
181
-7
540
$253K ﹤0.01%
2,128
-10,881
541
$249K ﹤0.01%
+3,376
542
$247K ﹤0.01%
1,423
543
$245K ﹤0.01%
+4,500
544
$242K ﹤0.01%
374
-36
545
$238K ﹤0.01%
4,480
+417
546
$237K ﹤0.01%
8,081
547
$236K ﹤0.01%
4,455
-3,869
548
$236K ﹤0.01%
3,107
-97,268
549
$234K ﹤0.01%
1,937
+1
550
$233K ﹤0.01%
3,536
+37
20 21
22
23 24