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
676
– –
-9,055
677
– –
-28,999
678
– –
-11,282
679
– –
-9,325
680
– –
-9,902
681
– –
-5,252
682
– –
-81,505
683
– –
-4,500
684
– –
-17,648
685
– –
-193,544
686
– –
-6,625
687
– –
-5,856
688
– –
-10,743
689
– –
-10,029
690
– –
-12,204
691
– –
-39,241
692
– –
-26,000
693
– –
-30,731
694
– –
-11,851
695
– –
-2,550
696
– –
-3,455
697
– –
-9,690
698
– –
-17,168
699
– –
-542
700
– –
-63,356
26 27
28
29 30