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
76
$27.9M 0.35%
634,430
+6,810
77
$27.6M 0.35%
158,707
+7,914
78
$27.3M 0.34%
253,052
-31
79
$25.8M 0.32%
306,984
+12,404
80
$25.6M 0.32%
338,957
+9,417
81
$25.4M 0.32%
82,287
-20,351
82
$24.8M 0.31%
1,232,109
+15,292
83
$23.5M 0.29%
130,346
+3,397
84
$23.2M 0.29%
204,034
+6,233
85
$23.1M 0.29%
476,719
+2,489
86
$22.9M 0.29%
496,599
+4,537
87
$22.5M 0.28%
122,493
+3,829
88
$22.3M 0.28%
2,071,225
+12,230
89
$22M 0.28%
143,854
+7,021
90
$22M 0.28%
66,117
+1,035
91
$21.5M 0.27%
103,499
+1,484
92
$21.2M 0.27%
26,152
-180
93
$20.3M 0.26%
163,440
+3,676
94
$20.3M 0.25%
281,527
+17,603
95
$20.2M 0.25%
617,675
+5,850
96
$20M 0.25%
156,666
+2,728
97
$20M 0.25%
554,652
+9,842
98
$19.8M 0.25%
95,309
+2,127
99
$19.4M 0.24%
249,945
+9,967
100
$19.4M 0.24%
47,812
-5,051
2 3
4
5 6