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
$2.87B
AUM Growth
-$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$12.9M
3
+$12.7M
4
G icon
Genpact
G
+$8.56M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.76M

Top Sells

1
+$27.7M
2
+$16M
3
+$10.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.13M
5
AGN
Allergan plc
AGN
+$6.99M

Sector Composition

1 Financials 19.91%
2 Healthcare 13.25%
3 Technology 10.43%
4 Industrials 10.23%
5 Consumer Staples 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.52M 0.05%
47,387
+16,542
227
$1.51M 0.05%
+20,424
228
$1.51M 0.05%
+10,764
229
$1.5M 0.05%
145,085
+84,606
230
$1.47M 0.05%
22,439
+1,793
231
$1.46M 0.05%
+105,612
232
$1.46M 0.05%
13,432
-441
233
$1.45M 0.05%
17,894
+3,086
234
$1.45M 0.05%
56,301
+18,264
235
$1.45M 0.05%
58,137
-8,933
236
$1.45M 0.05%
+39,575
237
$1.44M 0.05%
19,510
+3,578
238
$1.44M 0.05%
32,993
+752
239
$1.41M 0.05%
78,121
+49,098
240
$1.41M 0.05%
73,766
+12,871
241
$1.39M 0.05%
15,343
+3,256
242
$1.39M 0.05%
+89,306
243
$1.38M 0.05%
25,696
-524
244
$1.38M 0.05%
+30,314
245
$1.37M 0.05%
53,181
+8,529
246
$1.37M 0.05%
12,802
+2,006
247
$1.36M 0.05%
90,070
-3,287
248
$1.35M 0.05%
16,073
-1,612
249
$1.34M 0.05%
43,665
+4,699
250
$1.34M 0.05%
33,890
+2,092
8 9
10
11 12