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
51
$45.7M 0.57%
2,868,021
+18,556
52
$43.1M 0.54%
632,598
+1,784
53
$42.9M 0.54%
376,837
+6,560
54
$42.3M 0.53%
675,396
-713
55
$41.9M 0.53%
1,598,749
+18,051
56
$40.9M 0.51%
87,293
+34,491
57
$40.6M 0.51%
322,739
+47,511
58
$39.9M 0.5%
880,138
+9,238
59
$38.6M 0.48%
288,372
+3,345
60
$38.1M 0.48%
855,787
-52,205
61
$37.9M 0.48%
572,119
+988
62
$37M 0.46%
633,939
+3,667
63
$36.6M 0.46%
183,073
+46,948
64
$36.5M 0.46%
252,776
+3,483
65
$35.6M 0.45%
81,789
-8,546
66
$34.2M 0.43%
378,250
+1,394
67
$33.7M 0.42%
403,084
+2,716
68
$33.4M 0.42%
336,881
+17,188
69
$32.7M 0.41%
130,814
-14,350
70
$32.5M 0.41%
79,169
+1,467
71
$32.4M 0.41%
138,117
-35,982
72
$32.1M 0.4%
+127,571
73
$31.9M 0.4%
393,093
-3,998
74
$29.7M 0.37%
158,127
+3,651
75
$28.7M 0.36%
64,814
-2,957
1 2
3
4 5