ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
-6.35%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$2.87B
AUM Growth
-$284M
(-9%)
Cap. Flow
-$57.7M
Cap. Flow
% of AUM
-2.01%
Top 10 Holdings %
Top 10 Hldgs %
17.72%
Holding
761
New
147
Increased
197
Reduced
225
Closed
186
Top Buys
| 1 |
Hartford Financial Services
HIG
|
$17.2M |
| 2 |
Atmos Energy
ATO
|
$12.9M |
| 3 |
Schlumberger
SLB
|
$12.7M |
| 4 |
Genpact
G
|
$8.56M |
| 5 |
Johnson & Johnson
JNJ
|
$6.76M |
Top Sells
| 1 |
International Paper
IP
|
$27.7M |
| 2 |
Eli Lilly
LLY
|
$16M |
| 3 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$10.8M |
| 4 |
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% |
