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
$2.87B
AUM Growth
-$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
761
New
Increased
Reduced
Closed

Top Buys

1
+$17.4M
2
+$14.6M
3
+$12.1M
4
G icon
Genpact
G
+$8.13M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.01M

Top Sells

1
+$27.7M
2
+$16.2M
3
+$10.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.94M
5
AGN
Allergan plc
AGN
+$7.9M

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
701
– –
-90,705
702
– –
-15,859
703
– –
-764,000
704
– –
-34,917
705
– –
-9,058
706
– –
-13,107
707
– –
-5,379
708
– –
-2,560
709
– –
-4,942
710
– –
-9,549
711
– –
-11,411
712
– –
-36,492
713
– –
-3,640
714
– –
-6,001
715
– –
-108,618
716
– –
-18,140
717
– –
-14,680
718
– –
-28,070
719
– –
-10,015
720
– –
-3,135
721
– –
-350,910
722
– –
-18,092
723
– –
-14,907
724
– –
-8,379
725
– –
-2,372
27 28
29
30 31