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
576
$227K ﹤0.01%
5,700
577
$225K ﹤0.01%
5,460
-716
578
$224K ﹤0.01%
+1,829
579
$222K ﹤0.01%
1,008
-8
580
$221K ﹤0.01%
1,660
-129,403
581
$220K ﹤0.01%
+3,491
582
$220K ﹤0.01%
1,151
-19,555
583
$218K ﹤0.01%
21,646
584
$217K ﹤0.01%
4,349
-1,494
585
$215K ﹤0.01%
3,498
586
$214K ﹤0.01%
2,164
-60
587
$214K ﹤0.01%
+49,900
588
$213K ﹤0.01%
+1,852
589
$213K ﹤0.01%
5,756
-834
590
$212K ﹤0.01%
5,284
-795
591
$211K ﹤0.01%
14,234
592
$210K ﹤0.01%
+3,243
593
$207K ﹤0.01%
+9,200
594
$207K ﹤0.01%
+1,561
595
$207K ﹤0.01%
5,560
-98
596
$207K ﹤0.01%
3,800
597
$206K ﹤0.01%
+8,957
598
$204K ﹤0.01%
1,062
-96
599
$204K ﹤0.01%
+1,183
600
$202K ﹤0.01%
+1,735
22 23
24
25 26