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
376
$669K 0.02%
59,539
+3,170
377
$667K 0.02%
41,484
+1,388
378
$664K 0.02%
14,850
+532
379
$662K 0.02%
+4,112
380
$658K 0.02%
59,520
+2,761
381
$638K 0.02%
14,321
+6,134
382
$637K 0.02%
19,423
-1,458
383
$629K 0.02%
19,049
+1,879
384
$628K 0.02%
+2,671
385
$622K 0.02%
32,370
+3,192
386
$614K 0.02%
4,663
+168
387
$606K 0.02%
+37,716
388
$598K 0.02%
28,926
-18,724
389
$595K 0.02%
+10,424
390
$594K 0.02%
+26,079
391
$592K 0.02%
13,916
-3,838
392
$591K 0.02%
23,564
-2,703
393
$581K 0.02%
+22,384
394
$576K 0.02%
10,119
-2,998
395
$571K 0.02%
+7,161
396
$565K 0.02%
25,217
+3,791
397
$562K 0.02%
4,464
+95
398
$560K 0.02%
35,348
-8,259
399
$558K 0.02%
8,766
-30,451
400
$558K 0.02%
14,224
-7,981
14 15
16
17 18