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
401
$975K 0.02%
7,569
+1,584
402
$966K 0.02%
27,923
+884
403
$936K 0.02%
+7,101
404
$933K 0.02%
59,482
405
$933K 0.02%
17,189
-5,434
406
$931K 0.02%
64,570
-2,170
407
$929K 0.02%
23,650
+5,408
408
$924K 0.02%
+7,106
409
$916K 0.02%
+49,587
410
$913K 0.02%
21,928
+4,089
411
$908K 0.02%
+41,773
412
$907K 0.02%
13,860
+2,548
413
$907K 0.02%
3,678
+586
414
$900K 0.02%
27,015
-654
415
$857K 0.02%
22,289
+4,138
416
$848K 0.02%
+30,901
417
$828K 0.02%
2,900
+94
418
$796K 0.02%
2,797
-21
419
$787K 0.02%
33,906
-1,562
420
$786K 0.02%
57,130
-30,689
421
$783K 0.02%
+28,142
422
$773K 0.02%
+17,784
423
$765K 0.02%
37,423
+5,742
424
$756K 0.02%
+31,207
425
$752K 0.02%
61,723
-16,528
15 16
17
18 19