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
326
$884K 0.03%
15,854
+1,447
327
$869K 0.03%
36,457
+1,856
328
$868K 0.03%
22,853
+3,084
329
$865K 0.03%
+15,091
330
$854K 0.03%
46,119
+4,675
331
$853K 0.03%
51,219
+4,623
332
$853K 0.03%
49,532
+5,063
333
$847K 0.03%
41,102
+8,257
334
$844K 0.03%
+41,700
335
$842K 0.03%
+11,003
336
$832K 0.03%
+51,230
337
$829K 0.03%
7,219
+2,800
338
$824K 0.03%
+11,266
339
$807K 0.03%
2,502
+624
340
$798K 0.03%
29,832
+8,610
341
$798K 0.03%
48,479
+6,727
342
$788K 0.03%
14,291
+374
343
$787K 0.03%
+16,916
344
$786K 0.03%
26,181
+224
345
$784K 0.03%
17,754
-253
346
$780K 0.03%
+27,164
347
$779K 0.03%
6,224
+177
348
$776K 0.03%
37,523
+13,081
349
$774K 0.03%
21,426
+12,574
350
$769K 0.03%
+11,887
12 13
14
15 16