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
701
– –
-108,618
702
– –
-51,228
703
– –
-15,655
704
– –
-44,513
705
– –
-6,472
706
– –
-28,754
707
– –
-18,105
708
– –
-2,686
709
– –
-14,351
710
– –
-55,050
711
– –
-6,830
712
– –
-8,379
713
– –
-137,754
714
– –
-33,589
715
– –
-3,497
716
– –
-14,334
717
– –
-7,153
718
– –
-9,729
719
– –
-22,210
720
– –
-8,462
721
– –
-7,161
722
– –
-10,172
723
– –
-22,184
724
– –
-28,945
725
– –
-18,746
27 28
29
30 31