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ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$37.4M
2
+$36.4M
3
+$18.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$17.5M
5
T icon
AT&T
T
+$13.9M

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
701
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-10,214
702
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-4,573
703
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-36,623
704
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-37,379
705
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-19,354
706
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-64,377
707
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-197,513
708
– –
-101,163
709
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-21,897
710
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-8,636
711
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-21,026
712
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-91,874
713
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-4,293
714
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-24,305
715
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-32,418
716
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-97,346
717
– –
-10,720
718
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719
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-56,044
720
– –
-14,185
721
– –
-5,868
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