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
276
$2.35M 0.03%
86,359
+1,399
277
$2.35M 0.03%
139,430
-18,663
278
$2.32M 0.03%
29,388
-2,537
279
$2.3M 0.03%
27,045
-186
280
$2.29M 0.03%
17,822
-365
281
$2.26M 0.03%
20,167
-49,134
282
$2.23M 0.03%
23,345
-1,290
283
$2.19M 0.03%
+48,010
284
$2.11M 0.03%
15,319
-559
285
$2.1M 0.03%
28,449
+64
286
$2.08M 0.03%
44,260
-1,009
287
$2.07M 0.03%
11,265
-104
288
$2.07M 0.03%
12,561
+1,791
289
$2.06M 0.03%
+60,672
290
$2.04M 0.03%
10,487
-103
291
$2.03M 0.03%
18,903
+309
292
$2.03M 0.03%
6,525
-274
293
$2.03M 0.03%
46,861
+21,116
294
$1.96M 0.02%
+86,731
295
$1.94M 0.02%
42,000
-376
296
$1.91M 0.02%
1,458
+50
297
$1.9M 0.02%
+12,353
298
$1.87M 0.02%
17,504
+336
299
$1.83M 0.02%
+6,358
300
$1.8M 0.02%
7,070
+2,164
10 11
12
13 14