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
101
$8.28M 0.29%
1,267,710
-177,890
102
$8.2M 0.29%
155,748
+30,296
103
$7.81M 0.27%
352,994
-29,630
104
$7.8M 0.27%
166,020
+60,650
105
$7.65M 0.27%
112,935
-1,053
106
$7.6M 0.26%
231,873
-680
107
$7.49M 0.26%
369,157
+11,363
108
$7.35M 0.26%
170,545
-24,844
109
$7.25M 0.25%
42,402
-2,522
110
$7.06M 0.25%
148,222
-1,431
111
$6.92M 0.24%
99,394
-3,439
112
$6.83M 0.24%
471,885
-1,335
113
$6.76M 0.24%
156,012
+8,076
114
$6.47M 0.23%
115,203
+110,516
115
$6.28M 0.22%
71,602
-11,498
116
$6.2M 0.22%
89,949
+5,124
117
$6.11M 0.21%
253,824
-500
118
$6.03M 0.21%
83,840
+8,122
119
$5.97M 0.21%
241,148
-868
120
$5.88M 0.2%
231,293
-2,068
121
$5.86M 0.2%
129,763
-1,438
122
$5.81M 0.2%
186,834
-2,323
123
$5.7M 0.2%
192,016
+52,068
124
$5.65M 0.2%
136,493
-6,538
125
$5.62M 0.2%
48,543
-709
3 4
5
6 7