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
251
$2.09M 0.04%
+27,417
252
$2.09M 0.04%
+24,306
253
$2.08M 0.04%
+16,385
254
$2.07M 0.04%
+58,770
255
$2.03M 0.04%
33,444
-24
256
$2.02M 0.04%
+38,009
257
$1.99M 0.04%
48,518
+3,938
258
$1.99M 0.04%
50,000
-178
259
$1.95M 0.04%
28,010
+6,826
260
$1.93M 0.04%
29,742
-7,934
261
$1.93M 0.04%
+16,140
262
$1.92M 0.04%
69,070
+4,162
263
$1.92M 0.04%
11,038
+2,210
264
$1.9M 0.04%
47,361
+3,237
265
$1.88M 0.04%
20,636
+1,584
266
$1.87M 0.04%
+53,064
267
$1.86M 0.04%
54,768
-2,968
268
$1.86M 0.04%
121,893
+6,263
269
$1.84M 0.04%
39,685
+3,370
270
$1.81M 0.04%
65,020
+9,878
271
$1.8M 0.04%
+69,015
272
$1.79M 0.04%
112,109
+9,494
273
$1.76M 0.04%
37,289
-6,002
274
$1.76M 0.04%
20,719
+3,938
275
$1.73M 0.04%
+26,768
9 10
11
12 13