ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$348M 4.37%
1,022,499
-197
2
$280M 3.52%
1,444,910
+6,141
3
$172M 2.16%
1,136,141
+34,188
4
$168M 2.11%
1,157,954
+5,225
5
$167M 2.1%
1,061,891
+12,043
6
$159M 1.99%
855,955
+41,609
7
$143M 1.8%
2,734,086
+29,505
8
$142M 1.78%
1,321,871
-11,541
9
$140M 1.76%
450,819
+5,669
10
$139M 1.74%
839,678
+12,213
11
$135M 1.7%
1,170,540
+29,274
12
$128M 1.6%
519,416
+9,735
13
$125M 1.57%
2,962,980
+59,710
14
$124M 1.55%
1,194,572
+17,022
15
$116M 1.45%
967,679
+147,255
16
$115M 1.45%
883,595
+171,474
17
$113M 1.42%
2,189,545
+22,692
18
$108M 1.36%
493,755
-21,329
19
$99.6M 1.25%
333,670
+3,138
20
$93.7M 1.18%
135,511
+727
21
$91.6M 1.15%
679,863
+8,081
22
$89.7M 1.13%
2,444,444
+21,203
23
$89.7M 1.13%
1,585,988
-459
24
$86.5M 1.09%
1,231,712
+9,848
25
$86.4M 1.08%
996,230
+5,900
1
2 3 4 5