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
251
$1.31M 0.05%
28,553
+13,342
252
$1.3M 0.05%
58,005
+989
253
$1.3M 0.05%
19,208
+5,377
254
$1.27M 0.04%
+23,584
255
$1.27M 0.04%
91,874
+13,456
256
$1.26M 0.04%
23,686
+2,613
257
$1.25M 0.04%
31,982
+22,765
258
$1.25M 0.04%
27,071
-8,464
259
$1.22M 0.04%
74,031
-269
260
$1.22M 0.04%
1,519
+37
261
$1.21M 0.04%
32,418
+543
262
$1.21M 0.04%
94,760
+2,800
263
$1.2M 0.04%
15,482
-6,099
264
$1.2M 0.04%
+23,272
265
$1.19M 0.04%
11,582
+1,659
266
$1.18M 0.04%
+81,175
267
$1.15M 0.04%
+23,276
268
$1.15M 0.04%
23,960
+4,652
269
$1.15M 0.04%
10,506
+1,131
270
$1.14M 0.04%
41,128
-7,751
271
$1.13M 0.04%
18,989
+2,429
272
$1.13M 0.04%
14,629
+123
273
$1.13M 0.04%
10,771
+120
274
$1.12M 0.04%
61,180
+14,722
275
$1.12M 0.04%
+13,294
9 10
11
12 13