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
601
$201K ﹤0.01%
19,219
602
$191K ﹤0.01%
19,107
603
$167K ﹤0.01%
+15,937
604
$154K ﹤0.01%
+13,000
605
$130K ﹤0.01%
11,535
-1,170
606
$123K ﹤0.01%
14,101
+2,166
607
$117K ﹤0.01%
+14,520
608
$105K ﹤0.01%
11,509
-12
609
$104K ﹤0.01%
55,801
610
$97.4K ﹤0.01%
+11,084
611
$96K ﹤0.01%
+3,000
612
$93.4K ﹤0.01%
+13,009
613
$93.2K ﹤0.01%
+10,088
614
$86.8K ﹤0.01%
+23,092
615
$84.7K ﹤0.01%
37,474
-12,472
616
$82.7K ﹤0.01%
+10,666
617
$79.6K ﹤0.01%
+10,091
618
$75.1K ﹤0.01%
+12,000
619
$70.3K ﹤0.01%
+20,678
620
$63K ﹤0.01%
+15,138
621
$57K ﹤0.01%
+11,902
622
$53.7K ﹤0.01%
14,643
-201
623
$49.5K ﹤0.01%
+10,051
624
$46.7K ﹤0.01%
14,321
-9,950
625
$46.4K ﹤0.01%
+20,174
23 24
25
26 27