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
626
– –
-6,984
627
– –
-94,760
628
– –
-12,210
629
– –
-86,030
630
– –
-1,517
631
– –
-31,982
632
– –
-48,543
633
– –
-12,132
634
– –
-11,813
635
– –
-5,535
636
– –
-11,266
637
– –
-22,312
638
– –
-19,859
639
– –
-31,452
640
– –
-11,003
641
– –
-7,682
642
– –
-19,354
643
– –
-64,377
644
– –
-197,513
645
– –
-91,874
646
– –
-97,212
647
– –
-65,554
648
– –
-16,613
649
– –
-123,357
650
– –
-129,369
24 25
26
27 28