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
401
$558K 0.02%
63,065
+17,132
402
$553K 0.02%
22,260
+366
403
$552K 0.02%
26,721
+2,636
404
$551K 0.02%
+668,720
405
$550K 0.02%
32,898
-3,876
406
$547K 0.02%
21,140
+1,024
407
$542K 0.02%
7,922
+390
408
$542K 0.02%
10,874
-676
409
$541K 0.02%
13,981
-913
410
$534K 0.02%
4,798
+133
411
$524K 0.02%
28,549
-980
412
$523K 0.02%
+8,605
413
$518K 0.02%
44,330
-19,760
414
$516K 0.02%
+9,800
415
$515K 0.02%
28,478
-19,139
416
$509K 0.02%
+14,164
417
$506K 0.02%
16,311
-9,870
418
$491K 0.02%
+10,499
419
$490K 0.02%
2,596
+4
420
$489K 0.02%
+4,328
421
$488K 0.02%
+28,517
422
$488K 0.02%
+3,681
423
$487K 0.02%
21,496
-3,454
424
$486K 0.02%
13,253
-78,137
425
$482K 0.02%
18,843
-1,457
15 16
17
18 19