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
351
$759K 0.03%
45,317
+5,302
352
$748K 0.03%
27,447
+9,763
353
$747K 0.03%
21,812
-18,032
354
$747K 0.03%
3,860
+410
355
$745K 0.03%
12,585
+303
356
$745K 0.03%
83,738
+16,128
357
$744K 0.03%
33,582
-872
358
$738K 0.03%
25,190
+1,366
359
$732K 0.03%
28,974
+5,459
360
$728K 0.03%
26,663
+7,253
361
$726K 0.03%
+101,163
362
$719K 0.03%
54,239
-38,959
363
$717K 0.03%
+14,721
364
$709K 0.02%
23,792
-1,017
365
$709K 0.02%
29,828
-5,895
366
$700K 0.02%
+4,221
367
$695K 0.02%
58,432
+7,562
368
$694K 0.02%
+64,090
369
$692K 0.02%
14,475
+1,396
370
$683K 0.02%
+17,723
371
$683K 0.02%
27,014
-6,705
372
$678K 0.02%
20,881
-1,353
373
$677K 0.02%
44,885
-19,601
374
$675K 0.02%
+12,210
375
$674K 0.02%
7,349
+959
13 14
15
16 17