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
526
$304K ﹤0.01%
+6,282
527
$302K ﹤0.01%
3,728
+10
528
$301K ﹤0.01%
1,608
+5
529
$301K ﹤0.01%
2,704
-28
530
$299K ﹤0.01%
+1,541
531
$298K ﹤0.01%
3,209
-6
532
$297K ﹤0.01%
33,950
533
$297K ﹤0.01%
+8,710
534
$295K ﹤0.01%
6,323
-4,367
535
$291K ﹤0.01%
7,286
536
$287K ﹤0.01%
5,005
-1,462
537
$283K ﹤0.01%
5,861
+1,026
538
$283K ﹤0.01%
+3,972
539
$282K ﹤0.01%
3,229
540
$281K ﹤0.01%
14,732
-7
541
$280K ﹤0.01%
7,594
542
$277K ﹤0.01%
+35,181
543
$276K ﹤0.01%
14,426
544
$270K ﹤0.01%
2,542
+17
545
$267K ﹤0.01%
11,016
-8,496
546
$265K ﹤0.01%
+2,342
547
$265K ﹤0.01%
1,861
-788
548
$264K ﹤0.01%
5,321
+1,144
549
$263K ﹤0.01%
1,079
+135
550
$262K ﹤0.01%
8,806
+600
20 21
22
23 24