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
451
$538K 0.01%
4,522
-40,983
452
$537K 0.01%
9,267
453
$530K 0.01%
29,283
-5
454
$526K 0.01%
7,009
+4,232
455
$522K 0.01%
+18,060
456
$513K 0.01%
31,911
-6,607
457
$512K 0.01%
16,560
-7,295
458
$505K 0.01%
+21,907
459
$498K 0.01%
10,804
+53
460
$488K 0.01%
16,915
461
$486K 0.01%
6,674
462
$479K 0.01%
59,612
463
$464K 0.01%
40,526
+1,999
464
$460K 0.01%
9,670
-6,642
465
$451K 0.01%
19,766
466
$450K 0.01%
4,988
467
$450K 0.01%
20,780
468
$449K 0.01%
11,093
-4
469
$448K 0.01%
21,332
470
$448K 0.01%
22,008
471
$446K 0.01%
22,273
+4,969
472
$445K 0.01%
7,897
473
$441K 0.01%
6,257
-280
474
$439K 0.01%
6,706
-362
475
$436K 0.01%
47,178
-3,912
17 18
19
20 21