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
251
$1.28M 0.04%
33,163
+14,420
252
$1.28M 0.04%
70,921
-3,110
253
$1.27M 0.04%
18,836
+6,251
254
$1.26M 0.04%
44,481
-30,429
255
$1.25M 0.04%
25,048
-5,266
256
$1.24M 0.04%
66,588
+3,433
257
$1.24M 0.04%
19,313
+1,217
258
$1.23M 0.04%
65,092
+3,912
259
$1.22M 0.04%
+56,144
260
$1.22M 0.04%
26,000
-15,747
261
$1.22M 0.04%
41,343
-120,483
262
$1.19M 0.04%
+52,560
263
$1.19M 0.04%
55,474
-25,630
264
$1.18M 0.04%
37,759
+10,595
265
$1.18M 0.04%
6,353
+3,760
266
$1.17M 0.04%
119,624
+30,101
267
$1.17M 0.04%
53,199
-4,938
268
$1.16M 0.04%
10,624
-147
269
$1.16M 0.04%
12,219
+5,287
270
$1.16M 0.04%
875
-510
271
$1.15M 0.04%
17,423
+1,205
272
$1.15M 0.04%
48,082
+4,758
273
$1.14M 0.04%
34,108
+8,918
274
$1.14M 0.04%
16,703
+4,816
275
$1.13M 0.04%
+75,635
9 10
11
12 13