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
376
$1.1M 0.02%
+58,777
377
$1.1M 0.02%
13,398
+1,926
378
$1.09M 0.02%
20,712
-646
379
$1.09M 0.02%
13,733
380
$1.09M 0.02%
14,147
+751
381
$1.08M 0.02%
28,283
-2,631
382
$1.08M 0.02%
215,616
+18,191
383
$1.07M 0.02%
64,010
+2,818
384
$1.07M 0.02%
26,786
+1,499
385
$1.06M 0.02%
8,347
+1,160
386
$1.06M 0.02%
519,494
+53,805
387
$1.05M 0.02%
30,756
388
$1.05M 0.02%
19,876
+3,966
389
$1.04M 0.02%
25,800
+4,205
390
$1.04M 0.02%
15,026
391
$1.04M 0.02%
10,033
-37,478
392
$1.02M 0.02%
+17,406
393
$1.02M 0.02%
+37,331
394
$1.01M 0.02%
39,265
+19,599
395
$999K 0.02%
25,244
+2,670
396
$998K 0.02%
+13,281
397
$996K 0.02%
19,711
398
$992K 0.02%
+10,393
399
$984K 0.02%
10,322
-4,954
400
$979K 0.02%
18,123
14 15
16
17 18