ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$17.4M
2
+$14.6M
3
+$12.1M
4
G icon
Genpact
G
+$8.13M
5
JNJ icon
Johnson & Johnson
JNJ
+$7.01M

Top Sells

1
+$27.7M
2
+$16.2M
3
+$10.8M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.94M
5
AGN
Allergan plc
AGN
+$7.9M

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
751
– –
-51,228
752
– –
-15,655
753
– –
-44,513
754
– –
-12,036
755
– –
-6,830
756
– –
-39,704
757
– –
-13,754
758
– –
-13,319
759
– –
-21,172
760
– –
-5,651
761
– –
-7,252
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