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
301
$975K 0.03%
64,377
+9,626
302
$971K 0.03%
28,968
+1,672
303
$969K 0.03%
22,184
+11,498
304
$962K 0.03%
+97,504
305
$959K 0.03%
42,701
-1,553
306
$958K 0.03%
5,000
-987
307
$954K 0.03%
13,042
-57
308
$938K 0.03%
24,085
-110
309
$935K 0.03%
+16,218
310
$924K 0.03%
22,205
+1,150
311
$922K 0.03%
41,966
+4,574
312
$921K 0.03%
31,177
+1,784
313
$919K 0.03%
22,746
+8,353
314
$914K 0.03%
54,731
-3,004
315
$912K 0.03%
+11,548
316
$909K 0.03%
+16,654
317
$906K 0.03%
127,138
-859
318
$901K 0.03%
11,342
+1,550
319
$895K 0.03%
+14,183
320
$894K 0.03%
13,117
+1,608
321
$893K 0.03%
17,256
+408
322
$893K 0.03%
14,419
+1,936
323
$890K 0.03%
43,607
-11,768
324
$886K 0.03%
28,763
+2,940
325
$886K 0.03%
23,368
+3,159
11 12
13
14 15