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
26
$86.2M 1.08%
2,316,675
+28,164
27
$78.9M 0.99%
808,023
+2,939
28
$76.2M 0.96%
265,603
+44,455
29
$75M 0.94%
286,610
+31,540
30
$74.7M 0.94%
846,866
+5,048
31
$72.4M 0.91%
1,201,514
+6,081
32
$71.9M 0.9%
734,378
-2,208
33
$71.5M 0.9%
1,117,373
+11,233
34
$69.5M 0.87%
1,304,647
+17,969
35
$68.8M 0.86%
944,299
+4,911
36
$64.8M 0.81%
4,285,889
+1,968
37
$61.7M 0.77%
629,968
+75,734
38
$60M 0.75%
2,090,421
+38,633
39
$58.1M 0.73%
120,828
+3,071
40
$57.8M 0.73%
749,507
+5,933
41
$56.2M 0.71%
458,686
+85,888
42
$56.1M 0.7%
+1,644,701
43
$53.2M 0.67%
1,281,346
+8,515
44
$50.4M 0.63%
109,426
+1,133
45
$50.2M 0.63%
2,914,156
+13,966
46
$49.7M 0.62%
564,649
+2,738
47
$48.9M 0.61%
448,824
+50,303
48
$48.4M 0.61%
227,247
+122,614
49
$47.8M 0.6%
222,187
+2,162
50
$47.4M 0.59%
1,433,159
+10,538
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