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
726
– –
-23,741
727
– –
-14,635
728
– –
-51,228
729
– –
-15,655
730
– –
-44,513
731
– –
-8,471
732
– –
-12,036
733
– –
-35,430
734
– –
-5,206
735
– –
-4,117
736
– –
-39,704
737
– –
-13,754
738
– –
-13,319
739
– –
-21,172
740
– –
-5,651
741
– –
-7,252
742
– –
-32,585
743
– –
-3,752
744
– –
-8,566
745
– –
-76,878
746
– –
-15,257
747
– –
-3,948
748
– –
-5,746
749
– –
-14,326
750
– –
-10,731
27 28 29
30
31