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
201
$3.94M 0.05%
35,609
-874
202
$3.85M 0.05%
80,774
+67,588
203
$3.81M 0.05%
116,660
-4,517
204
$3.78M 0.05%
1,518
-84
205
$3.77M 0.05%
83,437
+36,528
206
$3.74M 0.05%
104,204
-2,951
207
$3.69M 0.05%
56,533
+15,881
208
$3.67M 0.05%
+16,787
209
$3.67M 0.05%
47,611
+43,277
210
$3.67M 0.05%
41,538
-4,984
211
$3.66M 0.05%
7,297
-13,919
212
$3.64M 0.05%
358,970
-10,774
213
$3.61M 0.05%
30,379
-724
214
$3.59M 0.05%
+22,593
215
$3.59M 0.05%
145,572
+77,674
216
$3.57M 0.04%
80,675
-3,785
217
$3.53M 0.04%
+15,660
218
$3.5M 0.04%
+9,181
219
$3.48M 0.04%
10,482
-131
220
$3.36M 0.04%
+126,114
221
$3.36M 0.04%
87,163
-24,965
222
$3.3M 0.04%
22,773
-46
223
$3.24M 0.04%
50,150
-2,210
224
$3.17M 0.04%
127,280
-27,150
225
$3.17M 0.04%
62,676
-8,660
7 8
9
10 11