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
451
$536K 0.01%
16,562
452
$534K 0.01%
+19,335
453
$514K 0.01%
11,920
-784,654
454
$512K 0.01%
2,695
-221
455
$510K 0.01%
+4,333
456
$508K 0.01%
20,920
+5,039
457
$507K 0.01%
7,811
-66,679
458
$500K 0.01%
7,202
+2,933
459
$476K 0.01%
+14,351
460
$452K 0.01%
+15,263
461
$450K 0.01%
+34,888
462
$444K 0.01%
+2,681
463
$444K 0.01%
2,930
-68,231
464
$440K 0.01%
24,114
+2,253
465
$437K 0.01%
+117,379
466
$430K 0.01%
2,750
467
$430K 0.01%
9,938
468
$411K 0.01%
10,164
-186
469
$406K 0.01%
24,546
+6,383
470
$395K 0.01%
+873
471
$382K 0.01%
2,392
+5
472
$376K 0.01%
+10,708
473
$366K 0.01%
+1,144
474
$365K 0.01%
+10,218
475
$361K 0.01%
+20,276
17 18
19
20 21