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
201
$1.92M 0.06%
50,573
+10,998
202
$1.91M 0.06%
37,588
+3,942
203
$1.91M 0.06%
65,315
-27,830
204
$1.91M 0.06%
30,533
205
$1.9M 0.06%
28,435
+1,310
206
$1.9M 0.06%
74,223
-31,998
207
$1.86M 0.06%
41,398
-3,503
208
$1.84M 0.06%
79,002
-5,985
209
$1.84M 0.06%
+7,416
210
$1.83M 0.06%
65,061
-1,636
211
$1.81M 0.06%
+51,827
212
$1.81M 0.06%
50,377
+6,712
213
$1.8M 0.06%
29,808
+15,517
214
$1.76M 0.06%
+92,282
215
$1.72M 0.06%
81,552
+1,447
216
$1.71M 0.06%
14,160
+2,578
217
$1.7M 0.06%
40,672
-7,367
218
$1.7M 0.06%
110,684
+5,072
219
$1.69M 0.06%
13,788
+356
220
$1.69M 0.06%
61,295
+4,994
221
$1.69M 0.06%
81,617
+3,496
222
$1.67M 0.05%
57,586
+2,825
223
$1.66M 0.05%
24,200
-2,486
224
$1.66M 0.05%
+30,599
225
$1.66M 0.05%
157,904
-1,908
7 8
9
10 11