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
526
$205K 0.01%
+12,495
527
$204K 0.01%
17,182
528
$201K 0.01%
+6,233
529
$194K 0.01%
+10,440
530
$190K 0.01%
+10,467
531
$186K 0.01%
+11,424
532
$186K 0.01%
11,880
+1,497
533
$181K 0.01%
19,308
+3,379
534
$169K 0.01%
+13,599
535
$162K 0.01%
+26,158
536
$158K 0.01%
+17,240
537
$157K 0.01%
+27,765
538
$154K 0.01%
13,114
-217
539
$153K 0.01%
+22,485
540
$145K ﹤0.01%
+8,040
541
$145K ﹤0.01%
+16,156
542
$136K ﹤0.01%
13,127
+761
543
$128K ﹤0.01%
+1,843
544
$127K ﹤0.01%
+12,832
545
$127K ﹤0.01%
+12,860
546
$120K ﹤0.01%
+19,433
547
$116K ﹤0.01%
+12,303
548
$114K ﹤0.01%
758
+20
549
$103K ﹤0.01%
13,853
-118,548
550
$97K ﹤0.01%
+15,283
20 21
22
23 24