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
251
$2.64M 0.03%
45,456
-925
252
$2.62M 0.03%
14,073
-186
253
$2.62M 0.03%
9,167
-456
254
$2.6M 0.03%
9,449
-776
255
$2.59M 0.03%
7,537
+169
256
$2.58M 0.03%
13,141
+11,702
257
$2.57M 0.03%
102,019
-3,030
258
$2.56M 0.03%
33,855
-1,381
259
$2.56M 0.03%
34,636
+1,857
260
$2.55M 0.03%
69,574
-7,028
261
$2.52M 0.03%
+217,488
262
$2.5M 0.03%
143,325
-25,200
263
$2.5M 0.03%
66,432
-2,439
264
$2.48M 0.03%
+57,213
265
$2.46M 0.03%
38,957
+870
266
$2.45M 0.03%
17,675
+1,903
267
$2.45M 0.03%
6,010
-57
268
$2.44M 0.03%
47,965
+887
269
$2.44M 0.03%
43,650
+8
270
$2.43M 0.03%
5,169
-222
271
$2.42M 0.03%
+13,588
272
$2.41M 0.03%
32,176
-3,296
273
$2.41M 0.03%
25,044
-557
274
$2.39M 0.03%
50,938
-298
275
$2.38M 0.03%
6,450
+33
9 10
11
12 13