ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$37.4M
2
+$36.4M
3
+$18.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.5M
5
T icon
AT&T
T
+$13.9M

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
326
$833K 0.03%
17,896
-10,657
327
$833K 0.03%
+40,572
328
$832K 0.03%
29,555
+5,763
329
$830K 0.03%
6,677
+2,662
330
$828K 0.03%
19,950
+2,227
331
$823K 0.03%
29,168
+194
332
$820K 0.03%
9,188
-4,942
333
$818K 0.03%
+22,704
334
$817K 0.03%
29,494
-4,544
335
$814K 0.03%
46,119
336
$813K 0.03%
48,058
-3,161
337
$810K 0.03%
+10,130
338
$807K 0.03%
26,938
+3,330
339
$806K 0.03%
23,876
-5,219
340
$803K 0.03%
20,027
-2,826
341
$803K 0.03%
66,496
+6,560
342
$802K 0.03%
48,479
343
$801K 0.03%
13,534
-649
344
$797K 0.03%
30,803
-8,324
345
$796K 0.03%
59,786
+5,547
346
$786K 0.03%
35,243
+3,477
347
$783K 0.03%
38,666
-3,034
348
$783K 0.03%
+35,106
349
$783K 0.03%
53,578
+2,502
350
$765K 0.03%
+32,757
12 13
14
15 16