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
101
$8.5M 0.28%
198,095
+6,079
102
$8.42M 0.28%
306,297
+229,743
103
$8.34M 0.27%
246,860
+124,040
104
$8.27M 0.27%
355,312
+2,318
105
$8.25M 0.27%
48,114
-10,207
106
$8.14M 0.27%
150,522
+34,525
107
$8.13M 0.27%
105,683
+24,600
108
$8.1M 0.26%
153,133
+4,911
109
$7.79M 0.25%
100,438
+1,044
110
$7.69M 0.25%
118,357
+43,306
111
$7.69M 0.25%
299,569
-92,726
112
$7.56M 0.25%
111,069
-1,866
113
$7.41M 0.24%
138,911
-31,634
114
$7.33M 0.24%
74,175
+2,573
115
$7.31M 0.24%
279,477
+48,184
116
$7.13M 0.23%
98,220
-38,230
117
$6.97M 0.23%
121,580
+34,670
118
$6.92M 0.23%
151,226
-4,786
119
$6.9M 0.23%
134,087
+4,324
120
$6.85M 0.22%
118,855
+3,652
121
$6.43M 0.21%
64,671
+62,472
122
$6.24M 0.2%
55,447
+50,379
123
$6.23M 0.2%
52,169
-44,300
124
$6.07M 0.2%
85,390
-53,092
125
$6.04M 0.2%
423,798
-48,087
3 4
5
6 7