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
476
$276K 0.01%
5,064
-10,790
477
$275K 0.01%
+1,640
478
$275K 0.01%
37,648
-29,228
479
$271K 0.01%
+9,102
480
$270K 0.01%
+4,475
481
$267K 0.01%
+1,775
482
$264K 0.01%
19,779
-180
483
$256K 0.01%
+12,354
484
$254K 0.01%
+29,400
485
$248K 0.01%
+1,658
486
$246K 0.01%
+50,780
487
$246K 0.01%
+5,237
488
$245K 0.01%
+4,100
489
$240K 0.01%
+7,745
490
$239K 0.01%
+14,941
491
$238K 0.01%
+10,215
492
$238K 0.01%
+4,012
493
$237K 0.01%
20,164
-124,921
494
$237K 0.01%
3,301
-1,237
495
$236K 0.01%
+6,679
496
$236K 0.01%
+2,698
497
$235K 0.01%
+14,095
498
$234K 0.01%
+12,928
499
$234K 0.01%
+10,941
500
$232K 0.01%
+6,121
18 19
20
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