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
401
$578K 0.02%
29,178
-8,840
402
$577K 0.02%
10,070
-360
403
$573K 0.02%
+56,369
404
$568K 0.02%
11,550
-3,582
405
$567K 0.02%
14,318
-183
406
$559K 0.02%
9,322
+44
407
$553K 0.02%
5,068
+1,680
408
$552K 0.02%
36,774
+14,208
409
$551K 0.02%
40,096
410
$548K 0.02%
89,523
+851
411
$548K 0.02%
9,768
+1,096
412
$546K 0.02%
+5,099
413
$543K 0.02%
5,156
-19
414
$543K 0.02%
17,170
-12,961
415
$536K 0.02%
14,679
-206
416
$535K 0.02%
29,451
-7,715
417
$531K 0.02%
+45,324
418
$524K 0.02%
3,156
+513
419
$517K 0.02%
+25,757
420
$515K 0.02%
+7,532
421
$514K 0.02%
36,623
-16,241
422
$510K 0.02%
+14,848
423
$509K 0.02%
2,902
-453
424
$505K 0.02%
20,300
-2,247
425
$505K 0.02%
54,506
+10,844
15 16
17
18 19