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
51
$17.4M 0.6%
412,931
-11,798
52
$17.2M 0.6%
+376,173
53
$17.1M 0.6%
147,482
+697
54
$17.1M 0.59%
1,108,587
-24,171
55
$16.7M 0.58%
405,097
-10,766
56
$16.5M 0.58%
194,672
+1,890
57
$16.4M 0.57%
160,000
-2,085
58
$16M 0.56%
180,697
-5,031
59
$15.8M 0.55%
176,843
-5,089
60
$15.8M 0.55%
1,855,140
-131,825
61
$15.7M 0.55%
498,888
-15,404
62
$15.6M 0.54%
227,287
+66,949
63
$15.1M 0.53%
81,702
-905
64
$15.1M 0.52%
179,883
-191,583
65
$15M 0.52%
104,518
-3,933
66
$14.9M 0.52%
475,220
-291,080
67
$14.5M 0.51%
428,839
-13,648
68
$14.3M 0.5%
158,830
-1,737
69
$13.8M 0.48%
285,630
-23,865
70
$13.6M 0.47%
792,714
-21,365
71
$13.3M 0.46%
135,280
-3,584
72
$13.2M 0.46%
675,926
-18,865
73
$13.1M 0.46%
286,047
-6,960
74
$12.9M 0.45%
+220,933
75
$12.6M 0.44%
940,481
-24,626
1 2
3
4 5