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
$4.66B
AUM Growth
+$516M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
631
New
Increased
Reduced
Closed

Top Buys

1
+$43.5M
2
+$30.9M
3
+$22.8M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$20.6M
5
WFC icon
Wells Fargo
WFC
+$14.2M

Top Sells

1
+$37.3M
2
+$33.8M
3
+$30.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$29.9M
5
MRK icon
Merck
MRK
+$25.9M

Sector Composition

1 Financials 17.86%
2 Technology 14.55%
3 Healthcare 13.21%
4 Consumer Staples 10.62%
5 Consumer Discretionary 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.49M 0.05%
23,895
-6,923
227
$2.49M 0.05%
36,194
+4,506
228
$2.46M 0.05%
24,043
+14,851
229
$2.44M 0.05%
23,414
+3,082
230
$2.38M 0.05%
44,551
+3,556
231
$2.38M 0.05%
26,674
-3,167
232
$2.37M 0.05%
32,483
+541
233
$2.36M 0.05%
2,403
-6
234
$2.36M 0.05%
+58,358
235
$2.35M 0.05%
90,415
-10,610
236
$2.34M 0.05%
22,119
+15,537
237
$2.33M 0.05%
53,595
-4,994
238
$2.31M 0.05%
14,974
+6,686
239
$2.3M 0.05%
14,640
-2,720
240
$2.29M 0.05%
+152,821
241
$2.29M 0.05%
+58,702
242
$2.27M 0.05%
23,502
+1,436
243
$2.25M 0.05%
75,949
+13,918
244
$2.25M 0.05%
49,458
+7,981
245
$2.16M 0.05%
121,950
+61,806
246
$2.16M 0.05%
39,811
+6,777
247
$2.15M 0.05%
19,512
-318
248
$2.15M 0.05%
106,402
-5,915
249
$2.14M 0.05%
51,776
+2,394
250
$2.1M 0.05%
66,202
+10,137
8 9
10
11 12