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
101
$19.1M 0.24%
176,786
-3,124
102
$19M 0.24%
35,203
+255
103
$18.3M 0.23%
760,794
+4,615
104
$18.3M 0.23%
52,552
+3,357
105
$18.3M 0.23%
198,819
+169,018
106
$18.2M 0.23%
131,364
+7,855
107
$17.9M 0.22%
414,485
+72,463
108
$17.8M 0.22%
117,145
+1,091
109
$17.4M 0.22%
78,241
+975
110
$17.3M 0.22%
145,669
+49,705
111
$17.2M 0.22%
33,010
+942
112
$16.2M 0.2%
234,760
-655,049
113
$16.2M 0.2%
146,331
-31,498
114
$16M 0.2%
52,425
+1,709
115
$16M 0.2%
67,271
+748
116
$15.7M 0.2%
76,248
+1,507
117
$15.5M 0.19%
45,333
+565
118
$15.4M 0.19%
591,739
-200,197
119
$15.3M 0.19%
82,677
+876
120
$15.2M 0.19%
131,541
-279,586
121
$15.1M 0.19%
32,849
+478
122
$15M 0.19%
202,221
+7,932
123
$14.9M 0.19%
37,940
+703
124
$14.6M 0.18%
120,774
+2,093
125
$14.2M 0.18%
43,173
+10,396
3 4
5
6 7