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
501
$316K 0.01%
14,373
+61
502
$315K 0.01%
8,862
-1,423
503
$313K 0.01%
53,837
+1,932
504
$312K 0.01%
5,800
505
$308K 0.01%
+6,984
506
$308K 0.01%
+8,570
507
$307K 0.01%
11,792
+1,621
508
$302K 0.01%
3,975
+338
509
$302K 0.01%
10,182
+3,047
510
$298K 0.01%
+17,882
511
$297K 0.01%
+8,048
512
$297K 0.01%
4,629
-206
513
$296K 0.01%
+5,535
514
$296K 0.01%
+7,729
515
$295K 0.01%
6,389
-16
516
$293K 0.01%
+8,187
517
$283K 0.01%
+8,198
518
$282K 0.01%
5,951
+12
519
$275K 0.01%
+3,901
520
$272K 0.01%
+4,293
521
$271K 0.01%
+8,725
522
$270K 0.01%
43,473
+16,712
523
$267K 0.01%
+21,897
524
$260K 0.01%
+4,573
525
$259K 0.01%
19,959
-1,332
19 20
21
22 23