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
476
$371K 0.01%
27,918
-2,292
477
$365K 0.01%
+7,155
478
$364K 0.01%
+6,964
479
$364K 0.01%
20,351
+1,475
480
$363K 0.01%
1,015
+9
481
$362K 0.01%
11,269
-7,902
482
$360K 0.01%
+9,517
483
$359K 0.01%
6,810
+890
484
$350K 0.01%
+10,582
485
$350K 0.01%
15,458
-7,258
486
$349K 0.01%
+4,538
487
$345K 0.01%
5,368
+758
488
$344K 0.01%
11,957
-4,880
489
$343K 0.01%
21,000
-26,580
490
$343K 0.01%
+45,933
491
$341K 0.01%
+6,032
492
$340K 0.01%
39,210
-37,410
493
$338K 0.01%
+19,859
494
$332K 0.01%
7,409
+916
495
$330K 0.01%
16,870
-1,078
496
$326K 0.01%
+5,123
497
$325K 0.01%
+6,019
498
$322K 0.01%
+5,226
499
$320K 0.01%
+27,132
500
$317K 0.01%
+7,969
18 19
20
21 22