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
651
– –
-10,733
652
– –
-42,611
653
– –
-93,896
654
– –
-11,195
655
– –
-46,030
656
– –
-14,942
657
– –
-43,025
658
– –
-105,113
659
– –
-96,558
660
– –
-29,332
661
– –
-114,039
662
– –
-869
663
– –
-46,552
664
– –
-2,938
665
– –
-13,211
666
– –
-23,261
667
– –
-9,055
668
– –
-28,999
669
– –
-11,282
670
– –
-9,325
671
– –
-9,902
672
– –
-5,252
673
– –
-81,505
674
– –
-4,500
675
– –
-17,648
25 26
27
28 29