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
551
$262K ﹤0.01%
364
-33
552
$261K ﹤0.01%
360
+3
553
$260K ﹤0.01%
11,064
+64
554
$258K ﹤0.01%
+1,141
555
$258K ﹤0.01%
4,707
556
$253K ﹤0.01%
+3,106
557
$252K ﹤0.01%
13,384
-2,675
558
$252K ﹤0.01%
1,818
+1
559
$251K ﹤0.01%
3,538
-421
560
$251K ﹤0.01%
14,925
+98
561
$250K ﹤0.01%
7,617
+4
562
$248K ﹤0.01%
+6,954
563
$246K ﹤0.01%
+6,269
564
$245K ﹤0.01%
+10,911
565
$245K ﹤0.01%
6,123
+1,015
566
$245K ﹤0.01%
4,529
-34,834
567
$243K ﹤0.01%
2,577
+64
568
$243K ﹤0.01%
+48,479
569
$242K ﹤0.01%
1,426
570
$239K ﹤0.01%
8,070
+77
571
$237K ﹤0.01%
3,715
-68
572
$235K ﹤0.01%
+618
573
$233K ﹤0.01%
3,583
-61
574
$231K ﹤0.01%
6,710
+22
575
$230K ﹤0.01%
6,556
-27,615
21 22
23
24 25