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
626
$45.8K ﹤0.01%
+10,846
627
$42.9K ﹤0.01%
+10,662
628
$40.3K ﹤0.01%
+12,445
629
$30.6K ﹤0.01%
13,902
+10
630
$29K ﹤0.01%
10,378
631
$28.8K ﹤0.01%
13,498
-19,725
632
$28.5K ﹤0.01%
13,150
633
$23.9K ﹤0.01%
+10,000
634
– –
0
635
– –
-361,635
636
– –
-10,627
637
– –
-11,317
638
– –
-85,627
639
– –
-11,039
640
– –
-105,205
641
– –
-33,258
642
– –
-20,900
643
– –
-14,652
644
– –
-13,196
645
– –
-206
646
– –
-41,389
647
– –
-4
648
– –
-47,821
649
– –
-26
650
– –
-98,011
24 25
26
27 28