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
676
– –
-11,925
677
– –
-32,335
678
– –
-4,462
679
– –
-614,944
680
– –
-8,903
681
– –
-54,205
682
– –
-57,908
683
– –
-26,365
684
– –
-36,787
685
– –
-7,520
686
– –
-9,801
687
– –
-24,413
688
– –
-11,343
689
– –
-17,107
690
– –
-8,698
691
– –
-13,711
692
– –
-95,524
693
– –
-90,705
694
– –
-15,859
695
– –
-764,000
696
– –
-34,917
697
– –
-9,058
698
– –
-13,107
699
– –
-5,379
700
– –
-2,560
26 27
28
29 30