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
126
$5.91M 0.19%
140,908
+4,415
127
$5.64M 0.18%
171,448
-8,708
128
$5.52M 0.18%
+137,784
129
$5.51M 0.18%
84,661
+821
130
$5.46M 0.18%
169,121
-62,752
131
$5.15M 0.17%
196,767
-44,381
132
$5.05M 0.17%
+11,014
133
$5.04M 0.16%
109,491
-7,165
134
$5.04M 0.16%
24,946
-1,099
135
$5.01M 0.16%
90,589
+1,982
136
$5M 0.16%
39,049
-562
137
$4.91M 0.16%
202,902
-50,922
138
$4.91M 0.16%
50,863
+11,579
139
$4.82M 0.16%
49,535
+6,137
140
$4.74M 0.15%
135,435
-62,177
141
$4.61M 0.15%
114,219
-104,739
142
$4.27M 0.14%
147,293
+134,581
143
$4.14M 0.14%
34,829
-449
144
$4.12M 0.13%
102,986
+3,470
145
$4.08M 0.13%
51,133
+1,224
146
$4.07M 0.13%
208,500
+6,803
147
$3.98M 0.13%
+59,590
148
$3.98M 0.13%
93,374
-6,803
149
$3.79M 0.12%
114,166
+73,038
150
$3.78M 0.12%
25,805
-267
4 5
6
7 8