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
276
$1.12M 0.04%
35,438
+3,992
277
$1.1M 0.04%
18,096
-388
278
$1.09M 0.04%
+23,150
279
$1.08M 0.04%
14,130
+5,241
280
$1.08M 0.04%
12,132
+1,444
281
$1.08M 0.04%
63,829
+2,877
282
$1.07M 0.04%
86,030
-482,320
283
$1.07M 0.04%
43,324
+3,549
284
$1.06M 0.04%
31,452
+6,539
285
$1.05M 0.04%
47,650
-668
286
$1.04M 0.04%
39,127
-15,428
287
$1.04M 0.04%
34,038
+4,514
288
$1.04M 0.04%
16,613
+2,400
289
$1.03M 0.04%
+132,401
290
$1.02M 0.04%
45,472
+12,415
291
$1.01M 0.04%
29,095
-211
292
$1.01M 0.04%
+9,302
293
$995K 0.03%
31,106
+10,417
294
$995K 0.03%
+19,662
295
$992K 0.03%
47,617
-995
296
$988K 0.03%
63,155
+41,491
297
$988K 0.03%
15,894
+30
298
$987K 0.03%
26,756
+2,723
299
$986K 0.03%
90,067
+16,103
300
$979K 0.03%
18,833
-246
10 11
12
13 14