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
151
$3.62M 0.13%
54,454
+1,212
152
$3.61M 0.13%
+197,513
153
$3.59M 0.13%
87,847
-1,738
154
$3.52M 0.12%
26,072
-202
155
$3.51M 0.12%
56,309
+13,315
156
$3.49M 0.12%
+39,284
157
$3.34M 0.12%
23,125
-83
158
$3.14M 0.11%
+122,820
159
$3.12M 0.11%
123,357
-366
160
$3M 0.1%
129,369
-1,097
161
$2.85M 0.1%
121,796
-968
162
$2.83M 0.1%
99,516
+44,861
163
$2.8M 0.1%
106,221
-2,824
164
$2.71M 0.09%
77,292
+11,266
165
$2.7M 0.09%
93,145
+720
166
$2.55M 0.09%
146,326
-17,184
167
$2.5M 0.09%
22,732
+50
168
$2.48M 0.09%
32,156
+8,085
169
$2.48M 0.09%
18,983
-1,310
170
$2.44M 0.08%
22,260
-876
171
$2.4M 0.08%
39,217
+15,638
172
$2.4M 0.08%
55,471
+5,715
173
$2.38M 0.08%
83,099
-139
174
$2.38M 0.08%
24,114
+144
175
$2.37M 0.08%
+76,457
5 6
7
8 9