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
151
$8.54M 0.11%
210,720
-425,232
152
$8.46M 0.11%
+19,037
153
$8.42M 0.11%
+48,417
154
$8.35M 0.1%
235,309
+2,132
155
$8.27M 0.1%
71,930
+17,011
156
$8.18M 0.1%
+67,182
157
$8.15M 0.1%
23,832
+500
158
$8.12M 0.1%
97,076
+302
159
$7.9M 0.1%
47,283
+258
160
$7.86M 0.1%
44,663
+498
161
$7.08M 0.09%
151,190
+2,584
162
$7M 0.09%
121,904
+68,601
163
$6.64M 0.08%
167,286
-3,014
164
$6.55M 0.08%
39,841
-2,042
165
$6.54M 0.08%
133,088
+4,589
166
$6.51M 0.08%
89,708
+396
167
$6.39M 0.08%
18,737
+377
168
$6.3M 0.08%
471,514
+3,881
169
$6.2M 0.08%
37,220
-1,819
170
$6.14M 0.08%
81,124
-3,443
171
$6M 0.08%
38,505
+467
172
$5.94M 0.07%
+19,587
173
$5.86M 0.07%
38,483
-1,889
174
$5.63M 0.07%
120,208
-4,173
175
$5.56M 0.07%
+59,193
5 6
7
8 9