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
376
$980K 0.01%
4,340
-1,027
377
$978K 0.01%
7,569
-18
378
$976K 0.01%
+36,693
379
$961K 0.01%
+19,614
380
$942K 0.01%
4,118
+53
381
$935K 0.01%
+46,028
382
$934K 0.01%
+10,708
383
$931K 0.01%
+10,933
384
$914K 0.01%
29,481
-249
385
$911K 0.01%
19,729
-889
386
$910K 0.01%
+48,218
387
$906K 0.01%
27,065
+15,872
388
$894K 0.01%
16,971
-1,219
389
$892K 0.01%
+229,413
390
$891K 0.01%
20,408
-238
391
$890K 0.01%
16,545
+48
392
$887K 0.01%
1,990
-26
393
$886K 0.01%
41,378
+457
394
$850K 0.01%
22,831
-1,518
395
$849K 0.01%
+14,946
396
$845K 0.01%
+12,721
397
$836K 0.01%
9,614
+370
398
$826K 0.01%
11,452
+1,479
399
$823K 0.01%
5,215
+18
400
$819K 0.01%
4,002
-23
14 15
16
17 18