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
426
$719K 0.02%
10,130
+802
427
$713K 0.02%
27,659
-4,575
428
$712K 0.02%
5,514
-2,939
429
$709K 0.02%
20,736
-21,802
430
$708K 0.02%
+70,574
431
$684K 0.01%
16,658
+16
432
$681K 0.01%
25,879
+1,317
433
$670K 0.01%
+45,669
434
$641K 0.01%
+50,714
435
$632K 0.01%
14,138
-1
436
$628K 0.01%
+9,799
437
$621K 0.01%
6,782
-7,671
438
$618K 0.01%
42,171
439
$615K 0.01%
80,155
+19
440
$611K 0.01%
+10,502
441
$607K 0.01%
19,601
442
$606K 0.01%
26,453
+18
443
$590K 0.01%
69,485
-5,114
444
$586K 0.01%
37,179
+4,634
445
$582K 0.01%
7,667
+3,378
446
$581K 0.01%
+2,460
447
$560K 0.01%
+12,030
448
$552K 0.01%
+13,028
449
$549K 0.01%
10,495
+2,270
450
$542K 0.01%
+152,787
16 17
18
19 20