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
351
$1.29M 0.03%
+26,942
352
$1.28M 0.03%
29,195
-4,222
353
$1.28M 0.03%
30,076
+351
354
$1.26M 0.03%
15,248
+2,067
355
$1.26M 0.03%
10,996
+1,532
356
$1.24M 0.03%
16,481
357
$1.24M 0.03%
+18,171
358
$1.23M 0.03%
96,574
+60,801
359
$1.23M 0.03%
48,178
+7,473
360
$1.22M 0.03%
35,832
-4,618
361
$1.22M 0.03%
29,247
+15,260
362
$1.21M 0.03%
40,458
+6,416
363
$1.21M 0.03%
+42,147
364
$1.2M 0.03%
+10,756
365
$1.19M 0.03%
+36,714
366
$1.19M 0.03%
9,941
+425
367
$1.18M 0.03%
36,461
+223
368
$1.17M 0.03%
13,279
+2,908
369
$1.15M 0.02%
22,517
+3,497
370
$1.13M 0.02%
14,339
-4,532
371
$1.12M 0.02%
9,685
-697
372
$1.12M 0.02%
10,110
+1,680
373
$1.12M 0.02%
6,125
+593
374
$1.1M 0.02%
+13,295
375
$1.1M 0.02%
+11,092
13 14
15
16 17