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
176
$5.56M 0.07%
183,127
+165,718
177
$5.52M 0.07%
45,539
-2,185
178
$5.31M 0.07%
29,658
-1,491
179
$5.19M 0.07%
161,623
-24,954
180
$5.09M 0.06%
27,258
+796
181
$5.08M 0.06%
75,966
+4,936
182
$4.99M 0.06%
31,645
-9,535
183
$4.9M 0.06%
37,249
-1,457
184
$4.85M 0.06%
78,389
-33,344
185
$4.83M 0.06%
48,497
-18,782
186
$4.8M 0.06%
60,715
-852
187
$4.78M 0.06%
+106,492
188
$4.76M 0.06%
50,475
-2,189
189
$4.71M 0.06%
+70,807
190
$4.7M 0.06%
207,858
+3,439
191
$4.65M 0.06%
22,011
+19,556
192
$4.55M 0.06%
+32,975
193
$4.46M 0.06%
+174,084
194
$4.45M 0.06%
116,194
-78,155
195
$4.44M 0.06%
69,705
-3,375
196
$4.32M 0.05%
25,777
-1,454
197
$4.16M 0.05%
32,471
+1,258
198
$4.12M 0.05%
14,292
-424
199
$4.08M 0.05%
+20,919
200
$3.96M 0.05%
67,039
-2,488
6 7
8
9 10