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
501
$230K 0.01%
+10,379
502
$229K 0.01%
34,720
-928
503
$227K 0.01%
+6,794
504
$227K 0.01%
+9,805
505
$224K 0.01%
+2,912
506
$223K 0.01%
+3,658
507
$222K 0.01%
+3,719
508
$220K 0.01%
11,474
-33,998
509
$219K 0.01%
+6,075
510
$218K 0.01%
4,050
+20
511
$218K 0.01%
2,840
-12
512
$215K 0.01%
+3,437
513
$214K 0.01%
+12,172
514
$214K 0.01%
21,000
-167,698
515
$214K 0.01%
+20,118
516
$210K 0.01%
5,400
+100
517
$210K 0.01%
+13,336
518
$210K 0.01%
1,407
-2,814
519
$210K 0.01%
+8,965
520
$209K 0.01%
+15,576
521
$208K 0.01%
+34,456
522
$208K 0.01%
6,013
-4,569
523
$206K 0.01%
4,456
-12,198
524
$206K 0.01%
4,880
-4,637
525
$205K 0.01%
+4,100
19 20
21
22 23