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
76
$12.4M 0.43%
132,746
+13,556
77
$12.2M 0.42%
138,482
-1,596
78
$12M 0.42%
96,469
-1,043
79
$11.7M 0.41%
121,620
-1,501
80
$11.7M 0.41%
208,137
-32,574
81
$11.7M 0.41%
190,116
-2,206
82
$11.3M 0.39%
218,958
-20,902
83
$10.9M 0.38%
191,070
-2,160
84
$10.8M 0.38%
210,997
-5,884
85
$10.7M 0.37%
136,450
+3,738
86
$10.6M 0.37%
240,770
-7,548
87
$10.4M 0.36%
99,336
-35,338
88
$10.2M 0.36%
111,274
+12,872
89
$10.1M 0.35%
197,612
+33,690
90
$10M 0.35%
307,076
+8,272
91
$9.94M 0.35%
57,956
-10,255
92
$9.9M 0.35%
156,935
-1,569
93
$9.48M 0.33%
392,295
-4,336
94
$9.3M 0.32%
242,101
-126,198
95
$8.85M 0.31%
139,500
-1,888
96
$8.82M 0.31%
32,450
-25,722
97
$8.8M 0.31%
58,321
-3,502
98
$8.69M 0.3%
164,602
-2,874
99
$8.63M 0.3%
86,678
-2,069
100
$8.56M 0.3%
+362,385
2 3
4
5 6