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
476
$357K 0.01%
+4,398
477
$356K 0.01%
+9,997
478
$352K 0.01%
2,849
-302,267
479
$351K 0.01%
6,507
-110,797
480
$343K 0.01%
+15,685
481
$340K 0.01%
5,592
+290
482
$333K 0.01%
+13,252
483
$332K 0.01%
+2,095
484
$330K 0.01%
1,223
-137
485
$313K 0.01%
+8,112
486
$312K 0.01%
6,456
-640
487
$308K 0.01%
4,609
-580
488
$301K 0.01%
+1,803
489
$299K 0.01%
+5,050
490
$295K 0.01%
1,926
-39,505
491
$293K 0.01%
+18,809
492
$281K 0.01%
+15,213
493
$278K 0.01%
+4,922
494
$278K 0.01%
+28,008
495
$275K 0.01%
2,899
-24,967
496
$269K 0.01%
5,370
-9,429
497
$249K 0.01%
3,981
+29
498
$238K 0.01%
5,545
-598
499
$235K 0.01%
2,188
-1,628
500
$229K ﹤0.01%
7,705
-11,593
18 19
20
21 22