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
126
$14.1M 0.18%
46,916
-709
127
$13.6M 0.17%
31,871
-537
128
$13.1M 0.16%
207,943
-40,574
129
$12.6M 0.16%
99,698
-39,733
130
$12.4M 0.16%
15,667
-47
131
$11.8M 0.15%
132,222
+459
132
$11.6M 0.15%
314,230
+4,645
133
$11.5M 0.14%
499,880
+7,078
134
$11.3M 0.14%
258,139
+7,552
135
$11.1M 0.14%
123,906
+2,219
136
$11M 0.14%
33,454
+1,536
137
$10.8M 0.14%
+28,126
138
$10.7M 0.13%
205,190
-8,525
139
$10.4M 0.13%
18,577
+383
140
$10.2M 0.13%
20,874
+498
141
$9.97M 0.13%
+68,469
142
$9.84M 0.12%
28,080
+407
143
$9.83M 0.12%
44,721
+1,130
144
$9.46M 0.12%
82,824
+454
145
$9.45M 0.12%
+91,075
146
$9.43M 0.12%
111,199
+2,704
147
$9.2M 0.12%
24,309
-137
148
$9.01M 0.11%
69,045
+58,592
149
$8.8M 0.11%
108,713
+65,345
150
$8.61M 0.11%
127,481
+64,602
4 5
6
7 8