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
$7.97B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
746
New
Increased
Reduced
Closed

Top Buys

1
+$56.1M
2
+$32.1M
3
+$26.1M
4
AMZN icon
Amazon
AMZN
+$22.4M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.6M

Top Sells

1
+$45.3M
2
+$35.1M
3
+$32.4M
4
ANET icon
Arista Networks
ANET
+$17.2M
5
LSI
Life Storage, Inc.
LSI
+$17.2M

Sector Composition

1 Technology 20.03%
2 Financials 13.34%
3 Healthcare 13.22%
4 Consumer Staples 10.84%
5 Consumer Discretionary 9.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.12M 0.04%
13,989
-319
227
$3.11M 0.04%
18,988
-1,202
228
$3.04M 0.04%
22,337
-10,037
229
$2.99M 0.04%
69,900
+9,950
230
$2.97M 0.04%
+111,905
231
$2.97M 0.04%
35,028
+8,629
232
$2.94M 0.04%
41,505
-26,221
233
$2.91M 0.04%
19,814
-23,608
234
$2.9M 0.04%
26,525
+783
235
$2.89M 0.04%
14,615
+5,000
236
$2.89M 0.04%
+62,814
237
$2.88M 0.04%
25,812
-1,434
238
$2.86M 0.04%
37,621
-1,666
239
$2.83M 0.04%
8,816
-276
240
$2.81M 0.04%
8,656
-80
241
$2.79M 0.04%
86,096
-28,188
242
$2.77M 0.03%
22,926
-643
243
$2.72M 0.03%
39,223
-2,953
244
$2.7M 0.03%
70,033
-1,895
245
$2.7M 0.03%
23,118
-982
246
$2.7M 0.03%
23,028
-3,108
247
$2.68M 0.03%
53,321
-2,324
248
$2.66M 0.03%
90,352
-8,219
249
$2.65M 0.03%
75,749
-453
250
$2.64M 0.03%
27,780
-684
8 9
10
11 12