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
326
$1.43M 0.02%
52,613
+246
327
$1.41M 0.02%
22,680
-628
328
$1.4M 0.02%
62,664
+10,068
329
$1.39M 0.02%
13,394
-1,747
330
$1.38M 0.02%
35,565
-903,920
331
$1.37M 0.02%
30,090
+6,654
332
$1.35M 0.02%
7,028
+111
333
$1.35M 0.02%
59,166
-306
334
$1.33M 0.02%
7,244
-2,227
335
$1.33M 0.02%
22,107
-56,061
336
$1.32M 0.02%
+13,684
337
$1.29M 0.02%
28,744
-1,579
338
$1.29M 0.02%
9,206
-22
339
$1.27M 0.02%
11,331
+328
340
$1.27M 0.02%
13,685
-273
341
$1.26M 0.02%
+16,600
342
$1.25M 0.02%
40,305
+1,355
343
$1.24M 0.02%
6,177
+253
344
$1.23M 0.02%
90,200
+15,450
345
$1.22M 0.02%
112,585
-3,278
346
$1.22M 0.02%
49,592
+1,977
347
$1.21M 0.02%
30,789
-1,299
348
$1.2M 0.02%
30,533
+567
349
$1.2M 0.02%
115,459
+88,972
350
$1.19M 0.01%
+20,686
12 13
14
15 16