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
501
$229K ﹤0.01%
+12,546
502
$228K ﹤0.01%
+744
503
$222K ﹤0.01%
19,219
504
$215K ﹤0.01%
+10,832
505
$211K ﹤0.01%
+4,084
506
$208K ﹤0.01%
+12,236
507
$205K ﹤0.01%
+2,171
508
$204K ﹤0.01%
+3,872
509
$201K ﹤0.01%
+7,598
510
$187K ﹤0.01%
+15,000
511
$155K ﹤0.01%
13,019
-72,582
512
$152K ﹤0.01%
+18,738
513
$139K ﹤0.01%
+17,664
514
$134K ﹤0.01%
+22,123
515
$132K ﹤0.01%
13,089
+950
516
$124K ﹤0.01%
+3,428
517
$117K ﹤0.01%
+10,001
518
$113K ﹤0.01%
+10,811
519
$112K ﹤0.01%
+13,186
520
$97K ﹤0.01%
+2,140
521
$97K ﹤0.01%
9,161
+5,485
522
$85K ﹤0.01%
+15,560
523
$81K ﹤0.01%
+21,125
524
$81K ﹤0.01%
+11,715
525
$77K ﹤0.01%
+1,633
19 20
21
22 23