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
426
$503K 0.02%
4,665
-3,020
427
$499K 0.02%
+4,768
428
$494K 0.02%
+26,791
429
$493K 0.02%
21,894
+1,464
430
$486K 0.02%
+5,296
431
$485K 0.02%
9,228
-398
432
$480K 0.02%
+51,686
433
$473K 0.02%
+4,015
434
$473K 0.02%
26,443
+3,248
435
$473K 0.02%
66,876
+8,260
436
$473K 0.02%
+7,755
437
$471K 0.02%
9,917
+42
438
$471K 0.02%
+11,861
439
$470K 0.02%
29,529
+19,086
440
$469K 0.02%
347
+36
441
$462K 0.02%
10,214
+1,410
442
$462K 0.02%
24,085
+2,400
443
$455K 0.02%
4,369
-9
444
$452K 0.02%
+8,916
445
$451K 0.02%
25,501
-504
446
$446K 0.02%
+3,862
447
$444K 0.02%
8,636
-2,115
448
$439K 0.02%
30,450
-600
449
$435K 0.02%
72
-56
450
$431K 0.02%
12,545
-330
16 17
18
19 20