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
$3.06B
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
721
New
Increased
Reduced
Closed

Top Buys

1
+$36.9M
2
+$36.1M
3
+$18.4M
4
QCOM icon
Qualcomm
QCOM
+$17M
5
T icon
AT&T
T
+$14.3M

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
51
$18.5M 0.61%
265,773
-23,867
52
$18.4M 0.6%
+474,220
53
$17.5M 0.57%
289,074
-23,565
54
$17.3M 0.57%
260,281
-25,349
55
$17M 0.56%
161,800
+1,800
56
$16.8M 0.55%
249,414
-26,051
57
$16.7M 0.55%
175,215
-1,628
58
$16.3M 0.53%
380,394
-32,537
59
$16.2M 0.53%
164,049
+5,219
60
$15.9M 0.52%
99,768
-4,750
61
$15.7M 0.51%
383,500
-21,597
62
$15M 0.49%
178,457
-1,426
63
$14.6M 0.48%
172,593
-22,079
64
$14.4M 0.47%
135,946
+3,200
65
$14.3M 0.47%
459,716
-39,172
66
$14.1M 0.46%
71,542
-10,160
67
$14M 0.46%
123,156
-24,326
68
$13.5M 0.44%
213,588
-7,345
69
$13.3M 0.43%
382,047
-46,792
70
$13.3M 0.43%
169,681
-11,016
71
$13.1M 0.43%
934,301
-6,180
72
$12.7M 0.42%
203,681
+13,565
73
$12.7M 0.42%
262,242
-23,805
74
$12.7M 0.42%
711,264
-81,450
75
$12.5M 0.41%
287,795
-88,378
1 2
3
4 5