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
276
$1.73M 0.04%
+19,015
277
$1.73M 0.04%
30,123
-1,767
278
$1.72M 0.04%
+27,084
279
$1.71M 0.04%
5,009
+244
280
$1.69M 0.04%
+73,536
281
$1.69M 0.04%
+21,010
282
$1.69M 0.04%
23,782
+1,799
283
$1.68M 0.04%
75,362
-44,436
284
$1.68M 0.04%
110,920
-12,007
285
$1.68M 0.04%
33,623
+19,859
286
$1.67M 0.04%
18,339
-318
287
$1.67M 0.04%
19,355
-1,033
288
$1.66M 0.04%
23,527
+2,611
289
$1.66M 0.04%
+41,563
290
$1.65M 0.04%
57,477
+571
291
$1.65M 0.04%
69,576
+16,914
292
$1.64M 0.04%
19,502
+1,580
293
$1.64M 0.04%
22,973
+6,457
294
$1.64M 0.04%
7,331
+360
295
$1.64M 0.04%
+57,314
296
$1.63M 0.03%
33,876
+1,042
297
$1.62M 0.03%
100,014
-28,098
298
$1.62M 0.03%
44,829
-1,797
299
$1.61M 0.03%
+17,875
300
$1.6M 0.03%
+20,871
10 11
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