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
576
$182K ﹤0.01%
27,615
577
$173K ﹤0.01%
+11,959
578
$168K ﹤0.01%
+19,306
579
$158K ﹤0.01%
19,219
580
$158K ﹤0.01%
+18,979
581
$141K ﹤0.01%
+16,385
582
$138K ﹤0.01%
49,900
583
$131K ﹤0.01%
38,585
584
$128K ﹤0.01%
+11,455
585
$122K ﹤0.01%
+13,004
586
$119K ﹤0.01%
+2,621
587
$107K ﹤0.01%
+10,096
588
$103K ﹤0.01%
57,640
-217,674
589
$94.4K ﹤0.01%
16,553
-2,695
590
$87.8K ﹤0.01%
13,701
-16,626
591
$86.8K ﹤0.01%
+29,731
592
$86.1K ﹤0.01%
+14,797
593
$83.3K ﹤0.01%
+10,141
594
$80.8K ﹤0.01%
12,892
-6,002
595
$57.8K ﹤0.01%
+19,460
596
$53K ﹤0.01%
21,646
597
$45.9K ﹤0.01%
128,230
-579,938
598
$45.7K ﹤0.01%
+15,087
599
$42.3K ﹤0.01%
+17,073
600
$41.6K ﹤0.01%
+36,472
22 23
24
25 26