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
701
– –
-13,202
702
– –
-3,021
703
– –
-11,791
704
– –
-51,176
705
– –
-24,183
706
– –
-2,403
707
– –
-3,563
708
– –
-76,321
709
– –
-95,986
710
– –
-6,913
711
– –
-1,960
712
– –
-75,643
713
– –
-46,057
714
– –
-12,136
715
– –
-32,416
716
– –
-2,792
717
– –
-17,093
718
– –
-39,149
719
– –
-87,243
720
– –
-14,109
721
– –
-23,236
722
– –
-1,107
723
– –
-8,383
724
– –
-55,512
725
– –
-3,153
26 27 28
29
30