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
151
$3.7M 0.12%
22,933
-192
152
$3.7M 0.12%
65,178
+41,492
153
$3.68M 0.12%
70,074
-20,845
154
$3.64M 0.12%
86,650
-1,197
155
$3.58M 0.12%
31,770
+21,264
156
$3.48M 0.11%
111,970
-21,289
157
$3.37M 0.11%
28,672
-13,125
158
$3.35M 0.11%
50,576
-5,733
159
$3.33M 0.11%
45,265
-17,695
160
$3.21M 0.1%
42,189
-47,760
161
$3.19M 0.1%
+34,348
162
$3.14M 0.1%
+26,081
163
$2.9M 0.09%
20,849
-37,107
164
$2.9M 0.09%
+283,434
165
$2.85M 0.09%
78,828
+2,371
166
$2.85M 0.09%
+177,700
167
$2.81M 0.09%
27,134
-15,245
168
$2.76M 0.09%
39,810
-14,644
169
$2.57M 0.08%
+285,965
170
$2.57M 0.08%
+89,425
171
$2.55M 0.08%
+109,372
172
$2.53M 0.08%
23,411
+1,151
173
$2.52M 0.08%
61,202
-26,986
174
$2.5M 0.08%
+30,374
175
$2.49M 0.08%
18,886
-97
5 6
7
8 9