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
401
$815K 0.01%
+15,766
402
$815K 0.01%
66,403
+362
403
$813K 0.01%
58,593
+684
404
$788K 0.01%
3,624
+36
405
$765K 0.01%
58,744
-550
406
$754K 0.01%
15,228
+4
407
$746K 0.01%
8,916
-1,266
408
$744K 0.01%
4,975
+2,754
409
$744K 0.01%
13,179
+3,133
410
$744K 0.01%
6,187
-98,480
411
$743K 0.01%
3,375
+456
412
$741K 0.01%
18,633
-157
413
$733K 0.01%
21,920
-6,990
414
$729K 0.01%
22,445
-1,082
415
$714K 0.01%
13,408
-839
416
$714K 0.01%
28,541
+1,820
417
$707K 0.01%
4,899
+33
418
$693K 0.01%
4,901
-406
419
$691K 0.01%
3,856
-28,373
420
$686K 0.01%
15,216
421
$680K 0.01%
18,182
-279
422
$668K 0.01%
+59,529
423
$667K 0.01%
25,069
+3,828
424
$660K 0.01%
3,599
-65,909
425
$645K 0.01%
6,388
-431
15 16
17
18 19