ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$52M
2
+$31.1M
3
+$26M
4
AMZN icon
Amazon
AMZN
+$19.6M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$16.9M

Top Sells

1
+$46.6M
2
+$35.5M
3
+$30.3M
4
LSI
Life Storage, Inc.
LSI
+$17.2M
5
ANET icon
Arista Networks
ANET
+$16.4M

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
726
– –
-3,153
727
– –
-8,731
728
– –
-20,028
729
– –
-38,194
730
– –
-5,821
731
– –
-3,652
732
– –
-10,714
733
– –
-54,423
734
– –
-55,000
735
– –
-6,147
736
– –
-9,499
737
– –
-19,052
738
– –
-64,811
739
– –
-10,983
740
– –
-4,165
741
– –
-3,004
742
– –
-12,275
743
– –
-13,493
744
– –
-42,538
745
– –
-95,017
26 27 28 29
30