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
176
$2.45M 0.08%
49,197
177
$2.43M 0.08%
139,012
+75,183
178
$2.4M 0.08%
38,699
-20,328
179
$2.4M 0.08%
+101,694
180
$2.4M 0.08%
72,261
+7,717
181
$2.4M 0.08%
+115,276
182
$2.39M 0.08%
+180,919
183
$2.35M 0.08%
48,226
+8,236
184
$2.27M 0.07%
53,369
+1,070
185
$2.26M 0.07%
19,315
+12,096
186
$2.25M 0.07%
+40,730
187
$2.25M 0.07%
40,961
+8,700
188
$2.24M 0.07%
49,565
-5,906
189
$2.24M 0.07%
93,991
-27,805
190
$2.16M 0.07%
85,340
+22,882
191
$2.14M 0.07%
41,846
+22,184
192
$2.13M 0.07%
+139,371
193
$2.11M 0.07%
+42,530
194
$2.02M 0.07%
65,641
-22,113
195
$2.01M 0.07%
30,325
+572
196
$2M 0.07%
143,708
-2,618
197
$2M 0.07%
41,162
-4,728
198
$1.98M 0.06%
+44,666
199
$1.96M 0.06%
71,148
-11,951
200
$1.93M 0.06%
74,619
+2,353
6 7
8
9 10