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
$3.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$36.1M
3
+$18.4M
4
QCOM icon
Qualcomm
QCOM
+$17M
5
T icon
AT&T
T
+$14.3M

Top Sells

1
+$21.8M
2
+$17.1M
3
+$13.2M
4
AGN
Allergan plc
AGN
+$8.82M
5
EAT icon
Brinker International
EAT
+$8.2M

Sector Composition

1 Financials 18.78%
2 Healthcare 12.24%
3 Technology 11.41%
4 Industrials 10.42%
5 Consumer Staples 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.64M 0.05%
23,420
+466
227
$1.63M 0.05%
18,484
+3,855
228
$1.62M 0.05%
42,775
+1,980
229
$1.56M 0.05%
65,004
+5,790
230
$1.54M 0.05%
8,269
-34,133
231
$1.54M 0.05%
94,419
+4,349
232
$1.51M 0.05%
+67,477
233
$1.5M 0.05%
55,267
+2,086
234
$1.47M 0.05%
24,869
+1,285
235
$1.47M 0.05%
+48,227
236
$1.46M 0.05%
57,134
+9,747
237
$1.46M 0.05%
73,392
-11,414
238
$1.45M 0.05%
29,086
-16,725
239
$1.41M 0.05%
19,447
-977
240
$1.4M 0.05%
18,267
-1,243
241
$1.4M 0.05%
1,584
+65
242
$1.38M 0.05%
21,810
-629
243
$1.37M 0.04%
25,237
+8,321
244
$1.37M 0.04%
+74,357
245
$1.36M 0.04%
+160,437
246
$1.35M 0.04%
9,759
-2,492
247
$1.34M 0.04%
67,615
-29,260
248
$1.33M 0.04%
20,762
-4,830
249
$1.32M 0.04%
21,884
-9,385
250
$1.29M 0.04%
67,854
-31,749
8 9
10
11 12