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
301
$961K 0.03%
31,132
+1,300
302
$960K 0.03%
+15,684
303
$954K 0.03%
+41,507
304
$947K 0.03%
37,021
+10,007
305
$946K 0.03%
13,765
-5,443
306
$940K 0.03%
17,523
-1,310
307
$939K 0.03%
+87,042
308
$935K 0.03%
11,610
+268
309
$926K 0.03%
6,504
+280
310
$919K 0.03%
24,345
+977
311
$912K 0.03%
+23,467
312
$910K 0.03%
+24,904
313
$908K 0.03%
18,217
-11,690
314
$906K 0.03%
57,814
-15,952
315
$904K 0.03%
12,104
-938
316
$885K 0.03%
87,804
+11,287
317
$881K 0.03%
+52,125
318
$880K 0.03%
11,451
-4,622
319
$877K 0.03%
14,302
+11,168
320
$875K 0.03%
92,918
+76,411
321
$873K 0.03%
30,546
+718
322
$855K 0.03%
17,377
-6,583
323
$855K 0.03%
18,886
+11,477
324
$853K 0.03%
12,606
-2,876
325
$849K 0.03%
+26,102
11 12
13
14 15