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
376
$672K 0.02%
31,766
-128,980
377
$668K 0.02%
26,267
-7,209
378
$668K 0.02%
19,354
+5,901
379
$660K 0.02%
+23,608
380
$654K 0.02%
12,472
-350
381
$654K 0.02%
76,517
+49,738
382
$648K 0.02%
14,445
-347
383
$643K 0.02%
+24,950
384
$628K 0.02%
14,894
-149
385
$627K 0.02%
51,076
+7,228
386
$623K 0.02%
4,495
-263
387
$618K 0.02%
6,932
-4,141
388
$616K 0.02%
26,144
+3,347
389
$609K 0.02%
29,920
-6,335
390
$607K 0.02%
+20,670
391
$607K 0.02%
+10,775
392
$604K 0.02%
+20,116
393
$602K 0.02%
56,759
-539
394
$593K 0.02%
+20,040
395
$591K 0.02%
59,936
+7,822
396
$590K 0.02%
15,897
+344
397
$585K 0.02%
6,871
+1,397
398
$582K 0.02%
41,059
+498
399
$579K 0.02%
97,346
+21,005
400
$579K 0.02%
+18,743
14 15
16
17 18