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
301
$1.8M 0.02%
56,295
-1,127
302
$1.79M 0.02%
88,315
+8,068
303
$1.78M 0.02%
42,104
+1,804
304
$1.76M 0.02%
7,315
+259
305
$1.75M 0.02%
11,987
+571
306
$1.73M 0.02%
52,565
-3,980
307
$1.67M 0.02%
53,437
+269
308
$1.64M 0.02%
72,635
+27,782
309
$1.62M 0.02%
10,955
+93
310
$1.6M 0.02%
12,843
+9,150
311
$1.6M 0.02%
50,185
+1,437
312
$1.58M 0.02%
40,311
+3,618
313
$1.57M 0.02%
+17,678
314
$1.57M 0.02%
93,382
-113
315
$1.57M 0.02%
29,981
-4,366
316
$1.54M 0.02%
14,940
317
$1.52M 0.02%
16,895
-53
318
$1.51M 0.02%
30,173
-4,548
319
$1.51M 0.02%
19,948
+4,638
320
$1.49M 0.02%
12,492
-148
321
$1.45M 0.02%
10,568
-246
322
$1.44M 0.02%
135,543
-10,323
323
$1.44M 0.02%
+24,127
324
$1.43M 0.02%
+22,328
325
$1.43M 0.02%
50,130
+14,316
11 12
13
14 15