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
76
$12.4M 0.4%
191,475
-35,812
77
$12.2M 0.4%
120,260
-15,020
78
$11.9M 0.39%
197,456
+6,386
79
$11.8M 0.38%
1,885,810
+30,670
80
$11.1M 0.36%
+389,066
81
$11.1M 0.36%
292,120
-183,100
82
$10.7M 0.35%
280,520
-26,556
83
$10.5M 0.34%
182,997
-25,140
84
$10.5M 0.34%
218,849
-21,921
85
$10.3M 0.34%
393,607
+335,602
86
$10.3M 0.34%
1,301,110
+33,400
87
$10.2M 0.33%
+363,974
88
$10.1M 0.33%
89,193
+2,515
89
$10.1M 0.33%
112,588
+1,314
90
$9.96M 0.33%
378,088
+8,931
91
$9.9M 0.32%
101,221
-20,399
92
$9.63M 0.31%
155,819
-1,116
93
$9.53M 0.31%
229,311
-12,790
94
$9.53M 0.31%
143,008
+3,508
95
$9.35M 0.31%
374,387
+12,002
96
$8.94M 0.29%
+203,277
97
$8.91M 0.29%
167,429
+2,827
98
$8.8M 0.29%
171,650
+5,630
99
$8.66M 0.28%
80,296
-19,040
100
$8.54M 0.28%
145,489
+135,419
2 3
4
5 6