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
426
$641K 0.01%
+3,483
427
$639K 0.01%
10,097
+106
428
$639K 0.01%
6,960
-503
429
$638K 0.01%
14,188
430
$637K 0.01%
21,460
-3,340
431
$636K 0.01%
19,545
+784
432
$635K 0.01%
+23,191
433
$633K 0.01%
3,551
+189
434
$630K 0.01%
15,480
+5,611
435
$630K 0.01%
+25,052
436
$629K 0.01%
3,782
-27
437
$628K 0.01%
4,646
+109
438
$609K 0.01%
8,727
+88
439
$607K 0.01%
32,941
+12,744
440
$588K 0.01%
8,500
441
$586K 0.01%
5,242
-33,388
442
$585K 0.01%
1,221
+295
443
$577K 0.01%
18,797
-10,167
444
$573K 0.01%
7,901
+3,299
445
$570K 0.01%
1,289
+463
446
$566K 0.01%
6,655
+1,517
447
$561K 0.01%
38,295
+578
448
$552K 0.01%
16,373
-734
449
$548K 0.01%
5,135
+1,763
450
$544K 0.01%
2,194
+1,272
16 17
18
19 20