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
276
$1.12M 0.04%
90,382
+9,207
277
$1.1M 0.04%
16,117
+223
278
$1.1M 0.04%
14,291
-17,865
279
$1.1M 0.04%
41,310
+4,853
280
$1.09M 0.04%
42,517
-184
281
$1.09M 0.04%
54,525
+4,993
282
$1.09M 0.04%
30,329
+3,573
283
$1.07M 0.04%
34,788
-650
284
$1.06M 0.03%
18,156
+3,065
285
$1.03M 0.03%
+21,502
286
$1.03M 0.03%
+104,056
287
$1.02M 0.03%
+29,185
288
$1.01M 0.03%
49,034
-5,697
289
$1.01M 0.03%
16,350
-6,396
290
$1M 0.03%
+27,916
291
$999K 0.03%
14,662
+243
292
$993K 0.03%
91,144
-6,360
293
$991K 0.03%
34,878
+7,431
294
$987K 0.03%
34,836
-10,481
295
$982K 0.03%
12,191
+643
296
$982K 0.03%
+42,499
297
$978K 0.03%
4,184
+1,282
298
$974K 0.03%
+4,264
299
$971K 0.03%
23,354
-731
300
$968K 0.03%
46,534
+9,011
10 11
12
13 14