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
301
$1.6M 0.03%
67,629
+3,491
302
$1.58M 0.03%
24,568
+11,151
303
$1.58M 0.03%
132,555
-4,380
304
$1.54M 0.03%
+184,772
305
$1.54M 0.03%
34,673
+23,802
306
$1.54M 0.03%
52,336
+16
307
$1.52M 0.03%
18,125
+4,005
308
$1.52M 0.03%
32,941
-46,315
309
$1.51M 0.03%
13,615
+936
310
$1.5M 0.03%
69,670
-10
311
$1.5M 0.03%
56,696
-14,176
312
$1.49M 0.03%
5,286
-105,976
313
$1.49M 0.03%
25,483
+3,733
314
$1.47M 0.03%
24,140
+2,031
315
$1.47M 0.03%
24,487
+3,700
316
$1.47M 0.03%
36,665
-779
317
$1.46M 0.03%
117,170
+29,829
318
$1.44M 0.03%
18,757
+3,227
319
$1.44M 0.03%
48,705
+20,519
320
$1.44M 0.03%
32,060
-5,582
321
$1.44M 0.03%
27,236
-10,976
322
$1.43M 0.03%
11,307
+1,677
323
$1.42M 0.03%
+90,352
324
$1.41M 0.03%
1,036
+33
325
$1.4M 0.03%
12,351
+1,525
11 12
13
14 15