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
451
$430K 0.02%
+2,592
452
$429K 0.01%
+86,752
453
$424K 0.01%
2,593
-188
454
$422K 0.01%
+5,702
455
$415K 0.01%
+1,517
456
$406K 0.01%
+10,487
457
$404K 0.01%
4,870
+1,800
458
$401K 0.01%
21,026
-7,726
459
$399K 0.01%
+11,813
460
$395K 0.01%
+5,464
461
$395K 0.01%
+8,275
462
$390K 0.01%
2,651
-3
463
$390K 0.01%
+10,869
464
$387K 0.01%
+5,849
465
$386K 0.01%
+253
466
$386K 0.01%
12,712
-4,947
467
$385K 0.01%
+6,664
468
$385K 0.01%
9,595
+124
469
$383K 0.01%
+17,926
470
$383K 0.01%
14,634
-8,340
471
$382K 0.01%
+9,426
472
$381K 0.01%
+8,124
473
$379K 0.01%
+39,200
474
$375K 0.01%
+12,518
475
$374K 0.01%
10,337
-123
17 18
19
20 21