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
451
$380K 0.01%
20,219
-21,747
452
$379K 0.01%
6,890
+80
453
$369K 0.01%
+5,909
454
$369K 0.01%
+13,557
455
$363K 0.01%
3,870
-1,000
456
$362K 0.01%
+12,754
457
$359K 0.01%
+4,210
458
$358K 0.01%
14,279
-16,898
459
$351K 0.01%
9,684
-23,309
460
$348K 0.01%
6,662
-2,566
461
$342K 0.01%
+3,952
462
$329K 0.01%
+10,225
463
$325K 0.01%
4,051
-1,245
464
$319K 0.01%
5,880
+80
465
$318K 0.01%
15,217
-10,284
466
$317K 0.01%
8,722
-5,957
467
$300K 0.01%
8,877
-3,668
468
$300K 0.01%
+17,777
469
$298K 0.01%
7,888
-974
470
$290K 0.01%
+3,819
471
$289K 0.01%
43,355
-8,331
472
$288K 0.01%
+4,730
473
$283K 0.01%
+12,719
474
$283K 0.01%
+5,778
475
$281K 0.01%
+2,275
17 18
19
20 21