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
526
$248K 0.01%
3,130
527
$240K 0.01%
5,828
-4,706
528
$236K 0.01%
7,202
-5
529
$236K 0.01%
24,305
-48,577
530
$235K 0.01%
5,868
-19,058
531
$234K 0.01%
+8,108
532
$233K 0.01%
+18,947
533
$227K 0.01%
+5,704
534
$223K 0.01%
4,030
-9,511
535
$223K 0.01%
35,648
-6,184
536
$222K 0.01%
1,032
537
$221K 0.01%
+11,987
538
$220K 0.01%
+7,053
539
$220K 0.01%
7,682
-629
540
$217K 0.01%
3,610
-281
541
$214K 0.01%
7,741
-764
542
$213K 0.01%
+4,148
543
$213K 0.01%
+3,134
544
$212K 0.01%
+2,109
545
$210K 0.01%
+2,935
546
$209K 0.01%
+5,300
547
$207K 0.01%
+15,722
548
$205K 0.01%
2,199
-311
549
$203K 0.01%
2,852
-1,186
550
$202K 0.01%
17,182
20 21
22
23 24