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
501
$358K ﹤0.01%
945
-11,019
502
$348K ﹤0.01%
8,158
+35
503
$346K ﹤0.01%
+9,700
504
$346K ﹤0.01%
+8,247
505
$344K ﹤0.01%
18,372
+44
506
$343K ﹤0.01%
1,977
-330
507
$340K ﹤0.01%
1,009
+4
508
$338K ﹤0.01%
6,185
-185
509
$337K ﹤0.01%
+13,517
510
$335K ﹤0.01%
2,061
-740
511
$333K ﹤0.01%
3,269
-1
512
$333K ﹤0.01%
+4,209
513
$330K ﹤0.01%
6,028
+1,901
514
$329K ﹤0.01%
+3,876
515
$322K ﹤0.01%
1,621
+516
516
$322K ﹤0.01%
3,209
-201
517
$321K ﹤0.01%
705
+5
518
$318K ﹤0.01%
+6,165
519
$312K ﹤0.01%
+10,925
520
$311K ﹤0.01%
13,128
+138
521
$311K ﹤0.01%
6,700
522
$309K ﹤0.01%
+2,236
523
$309K ﹤0.01%
5,445
+1,417
524
$308K ﹤0.01%
11,168
-693
525
$308K ﹤0.01%
1,308
19 20
21
22 23