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
351
$754K 0.02%
13,863
-8,321
352
$749K 0.02%
5,374
-5,390
353
$739K 0.02%
+31,025
354
$739K 0.02%
44,609
-6,621
355
$733K 0.02%
42,581
+1,522
356
$733K 0.02%
26,211
-7,679
357
$731K 0.02%
15,645
-10,051
358
$730K 0.02%
38,389
+20,507
359
$727K 0.02%
+18,709
360
$725K 0.02%
14,302
-143
361
$723K 0.02%
10,716
-7,178
362
$721K 0.02%
+24,341
363
$720K 0.02%
23,831
-12,703
364
$719K 0.02%
22,460
+1,790
365
$705K 0.02%
+19,007
366
$702K 0.02%
+20,037
367
$702K 0.02%
11,399
+624
368
$694K 0.02%
20,075
-11,031
369
$688K 0.02%
102,269
+63,069
370
$686K 0.02%
2,095
-407
371
$682K 0.02%
20,475
-1,337
372
$679K 0.02%
6,365
-2,937
373
$676K 0.02%
12,160
-2,561
374
$676K 0.02%
12,869
+3,953
375
$672K 0.02%
8,259
+5,129
13 14
15
16 17