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
576
– –
-13,319
577
– –
-21,172
578
– –
-5,651
579
– –
-7,252
580
– –
-32,585
581
– –
-3,752
582
– –
-8,566
583
– –
-76,878
584
– –
-15,257
585
– –
-3,948
586
– –
-5,746
587
– –
-14,326
588
– –
-10,731
589
– –
-2,287
590
– –
-13,360
591
– –
-16,061
592
– –
-38,838
593
– –
-5,093
594
– –
-18,426
595
– –
-5,102
596
– –
-91,480
597
– –
-58,709
598
– –
-9,664
599
– –
-95,840
600
– –
-22,257
22 23
24
25 26