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
426
$474K 0.02%
53,697
-809
427
$472K 0.02%
41,492
+14,360
428
$469K 0.02%
+5,782
429
$459K 0.02%
8,134
-1,634
430
$459K 0.02%
+10,946
431
$457K 0.01%
5,133
-10,210
432
$455K 0.01%
+8,530
433
$452K 0.01%
8,718
-3,754
434
$451K 0.01%
+9,954
435
$446K 0.01%
13,284
+4,559
436
$445K 0.01%
+2,350
437
$443K 0.01%
5,857
-1,014
438
$441K 0.01%
51,321
-32,417
439
$439K 0.01%
4,188
-968
440
$427K 0.01%
66,571
+12,734
441
$417K 0.01%
15,703
-4,337
442
$414K 0.01%
9,646
+51
443
$413K 0.01%
8,911
+3,083
444
$411K 0.01%
+1,827
445
$410K 0.01%
+8,650
446
$408K 0.01%
5,622
-22,595
447
$401K 0.01%
19,881
-13,701
448
$392K 0.01%
+113,048
449
$385K 0.01%
+11,560
450
$383K 0.01%
27,096
-822
16 17
18
19 20