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
351
$1.15M 0.01%
+70,959
352
$1.15M 0.01%
+19,960
353
$1.15M 0.01%
+40,499
354
$1.13M 0.01%
40,465
+52
355
$1.12M 0.01%
34,589
+137
356
$1.12M 0.01%
32,196
-1,512
357
$1.11M 0.01%
64,652
+5,145
358
$1.11M 0.01%
20,185
+469
359
$1.1M 0.01%
48,900
+1,936
360
$1.08M 0.01%
14,724
+533
361
$1.07M 0.01%
65,050
-3,532
362
$1.06M 0.01%
5,754
-52
363
$1.06M 0.01%
85,071
-2,819
364
$1.06M 0.01%
16,871
+3,295
365
$1.05M 0.01%
+30,730
366
$1.05M 0.01%
23,107
+14,295
367
$1.05M 0.01%
+22,384
368
$1.04M 0.01%
10,666
+33
369
$1.04M 0.01%
+26,741
370
$1.04M 0.01%
9,537
+716
371
$1.03M 0.01%
16,324
-33
372
$1.02M 0.01%
+31,053
373
$1.02M 0.01%
10,996
-72
374
$998K 0.01%
61,027
-3,157
375
$981K 0.01%
+10,111
13 14
15
16 17