ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$37.4M
2
+$36.4M
3
+$18.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.5M
5
T icon
AT&T
T
+$13.9M

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
551
$68K ﹤0.01%
+5,526
552
$9K ﹤0.01%
2,333
553
– –
-90,067
554
– –
-26,443
555
– –
-7,682
556
– –
-15,458
557
– –
-22,732
558
– –
-81,542
559
– –
-3,860
560
– –
-43,473
561
– –
-15,606
562
– –
-39,210
563
– –
-116,247
564
– –
-86,752
565
– –
-6,019
566
– –
-10,214
567
– –
-4,573
568
– –
-36,623
569
– –
-37,379
570
– –
-64,377
571
– –
-197,513
572
– –
-101,163
573
– –
-21,897
574
– –
-8,636
575
– –
-21,026
21 22
23
24 25