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
201
$1.78M 0.06%
+30,533
202
$1.78M 0.06%
+188,698
203
$1.76M 0.06%
1,385
-35
204
$1.75M 0.06%
90,495
+34,008
205
$1.74M 0.06%
27,125
+7,960
206
$1.71M 0.06%
+25,592
207
$1.71M 0.06%
+72,266
208
$1.67M 0.06%
33,646
-1,207
209
$1.66M 0.06%
22,954
+4,967
210
$1.66M 0.06%
44,901
+16,237
211
$1.65M 0.06%
17,680
+14,255
212
$1.65M 0.06%
12,251
+305
213
$1.64M 0.06%
31,269
+6,825
214
$1.64M 0.06%
62,458
+28,758
215
$1.63M 0.06%
36,534
+12,105
216
$1.62M 0.06%
84,806
-612
217
$1.61M 0.06%
40,795
+23,603
218
$1.6M 0.06%
32,261
-2,695
219
$1.59M 0.06%
80,105
+9,252
220
$1.56M 0.05%
159,812
+21,585
221
$1.55M 0.05%
78,960
+47,970
222
$1.54M 0.05%
29,907
-670
223
$1.53M 0.05%
65,554
+4,233
224
$1.53M 0.05%
59,214
-2,366
225
$1.52M 0.05%
54,761
+7,104
7 8
9
10 11