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
26
$28.1M 0.98%
1,140,568
-29,019
27
$27.8M 0.97%
532,683
-12,224
28
$27.3M 0.95%
346,103
-60,434
29
$27M 0.94%
1,425,428
-72,797
30
$26.9M 0.94%
975,280
-53,412
31
$26.9M 0.94%
246,551
-6,312
32
$26.8M 0.93%
689,006
-17,841
33
$26.2M 0.91%
344,127
-85,359
34
$24.9M 0.87%
690,506
-98,908
35
$24.4M 0.85%
448,839
-12,859
36
$23.8M 0.83%
172,683
-4,452
37
$23.5M 0.82%
341,471
-8,406
38
$23.4M 0.81%
569,626
-14,434
39
$22M 0.77%
479,258
-11,718
40
$21.8M 0.76%
211,107
-4,961
41
$21.1M 0.74%
234,798
+3,593
42
$20.9M 0.73%
311,232
-8,375
43
$20.3M 0.71%
697,666
-19,012
44
$20M 0.7%
289,640
+184,032
45
$18.8M 0.65%
198,983
+38,289
46
$18.7M 0.65%
463,989
-13,211
47
$18.2M 0.63%
275,465
-8,775
48
$18.2M 0.63%
581,303
-14,702
49
$17.6M 0.61%
126,957
+1,784
50
$17.5M 0.61%
312,639
-9,925
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2
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