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
551
$233K ﹤0.01%
8,967
-1,044
552
$232K ﹤0.01%
960
-62
553
$232K ﹤0.01%
+6,262
554
$230K ﹤0.01%
6,105
-129
555
$227K ﹤0.01%
3,815
+48
556
$225K ﹤0.01%
4,835
-5
557
$225K ﹤0.01%
6,324
-6,088
558
$223K ﹤0.01%
1,756
-83
559
$223K ﹤0.01%
1,868
-309
560
$220K ﹤0.01%
+9,593
561
$218K ﹤0.01%
14,171
562
$215K ﹤0.01%
6,800
+81
563
$214K ﹤0.01%
+7,500
564
$213K ﹤0.01%
485
-168
565
$213K ﹤0.01%
25,267
+851
566
$213K ﹤0.01%
+377
567
$213K ﹤0.01%
+1,690
568
$211K ﹤0.01%
+1,053
569
$207K ﹤0.01%
5,544
-12
570
$206K ﹤0.01%
+4,580
571
$204K ﹤0.01%
+1,358
572
$203K ﹤0.01%
2,242
-423
573
$201K ﹤0.01%
+1,339
574
$187K ﹤0.01%
+13,958
575
$187K ﹤0.01%
12,609
-10
21 22
23
24 25