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
126
$5.54M 0.19%
116,656
-1,227
127
$5.49M 0.19%
26,045
+24,759
128
$5.43M 0.19%
81,083
-792
129
$5.23M 0.18%
90,919
+1,199
130
$5M 0.17%
88,607
+78,659
131
$4.88M 0.17%
180,156
+18,788
132
$4.85M 0.17%
+41,797
133
$4.68M 0.16%
161,826
-232,481
134
$4.67M 0.16%
115,997
+110,910
135
$4.61M 0.16%
86,910
+201
136
$4.53M 0.16%
75,051
-9,859
137
$4.34M 0.15%
62,960
-1,456
138
$4.15M 0.14%
39,611
+1,645
139
$4.08M 0.14%
133,259
-112
140
$4.08M 0.14%
35,278
-2,762
141
$4.05M 0.14%
71,314
-27,391
142
$4.03M 0.14%
42,379
+242
143
$4.01M 0.14%
+81,542
144
$4M 0.14%
59,027
+1,335
145
$3.98M 0.14%
100,177
-1,872
146
$3.91M 0.14%
43,398
+37,121
147
$3.81M 0.13%
88,188
+18,039
148
$3.79M 0.13%
91,390
-3,103
149
$3.74M 0.13%
201,697
-307,748
150
$3.65M 0.13%
49,909
-574
4 5
6
7 8