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
176
$2.35M 0.08%
39,990
+10,923
177
$2.27M 0.08%
33,257
+195
178
$2.24M 0.08%
87,754
+63,317
179
$2.23M 0.08%
45,811
-1,120
180
$2.22M 0.08%
74,910
-272
181
$2.19M 0.08%
56,044
+5,856
182
$2.13M 0.07%
64,544
+10,818
183
$2.08M 0.07%
97,212
+19,320
184
$2.08M 0.07%
84,987
-2,700
185
$2.04M 0.07%
29,753
+18,430
186
$2.01M 0.07%
52,299
+32,502
187
$1.97M 0.07%
41,747
-309
188
$1.93M 0.07%
96,875
-2,161
189
$1.92M 0.07%
66,697
+1,245
190
$1.89M 0.07%
137,987
+16,209
191
$1.88M 0.07%
49,197
+7,124
192
$1.87M 0.07%
76,554
-90,410
193
$1.86M 0.07%
81,104
-1,151
194
$1.86M 0.06%
+28,217
195
$1.86M 0.06%
34,630
+409
196
$1.86M 0.06%
116,247
+12,513
197
$1.86M 0.06%
26,686
-166
198
$1.84M 0.06%
+45,890
199
$1.82M 0.06%
+48,039
200
$1.78M 0.06%
99,603
-463
6 7
8
9 10