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
26
$30.9M 1.01%
737,508
+47,002
27
$30.7M 1%
1,529,165
+103,737
28
$30.6M 1%
339,618
-6,485
29
$29.6M 0.97%
633,740
+20,349
30
$29.3M 0.96%
527,873
-4,810
31
$29.3M 0.96%
681,992
-7,014
32
$27.3M 0.89%
334,779
-9,348
33
$27.2M 0.89%
255,698
-9,725
34
$26.8M 0.88%
295,676
-7,223
35
$26.4M 0.86%
252,408
+17,610
36
$25.9M 0.85%
437,647
-11,192
37
$25.6M 0.84%
971,768
-3,512
38
$25.5M 0.83%
1,248,402
-132,900
39
$24.6M 0.8%
341,325
-146
40
$23.9M 0.78%
561,128
-8,498
41
$23.3M 0.76%
169,664
-3,019
42
$21.3M 0.69%
408,360
+197,363
43
$20.7M 0.68%
690,810
-6,856
44
$20.7M 0.68%
341,023
+29,791
45
$20.6M 0.67%
126,903
-54
46
$20.6M 0.67%
475,444
-3,814
47
$20.5M 0.67%
204,713
+5,730
48
$20.4M 0.67%
454,600
-9,389
49
$18.7M 0.61%
373,892
+339,262
50
$18.6M 0.61%
555,660
-25,643
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