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
476
$434K 0.01%
17,098
-43,875
477
$433K 0.01%
1,476
+9
478
$431K 0.01%
+13,667
479
$431K 0.01%
1,224
-430
480
$429K 0.01%
10,941
481
$429K 0.01%
18,586
+2,326
482
$414K 0.01%
35,479
+4,040
483
$407K 0.01%
5,204
+1
484
$405K 0.01%
+23,366
485
$404K 0.01%
+19,865
486
$403K 0.01%
11,837
+6,003
487
$402K 0.01%
14,957
+203
488
$398K 0.01%
+13,830
489
$395K 0.01%
1,397
-43
490
$391K ﹤0.01%
+13,696
491
$386K ﹤0.01%
+2,620
492
$382K ﹤0.01%
+34,410
493
$380K ﹤0.01%
52,579
+7,992
494
$379K ﹤0.01%
18,941
+2,534
495
$377K ﹤0.01%
+17,774
496
$377K ﹤0.01%
843
-61
497
$377K ﹤0.01%
21,750
498
$372K ﹤0.01%
904
-43
499
$370K ﹤0.01%
4,561
+1,853
500
$361K ﹤0.01%
+1,472
18 19
20
21 22