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
551
$68K ﹤0.01%
+5,526
552
$9K ﹤0.01%
2,333
553
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-41,102
554
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-7,729
555
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-11,792
556
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-31,452
557
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-11,003
558
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-7,682
559
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-15,458
560
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-22,732
561
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-81,542
562
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-3,860
563
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564
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-15,606
565
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566
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-116,247
567
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-86,752
568
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569
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570
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-4,573
571
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-36,623
572
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-37,379
573
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-19,354
574
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-64,377
575
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-197,513
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