ZIM
Zacks Investment Management Portfolio holdings
AUM
$11.7B
1-Year Return
25.6%
This Quarter Return
+12.44%
1 Year Return
+25.6%
3 Year Return
+93.43%
5 Year Return
+180.96%
10 Year Return
+403.15%
AUM
$4.66B
AUM Growth
+$516M
(+12%)
Cap. Flow
+$64.9M
Cap. Flow
% of AUM
1.39%
Top 10 Holdings %
Top 10 Hldgs %
19.65%
Holding
631
New
130
Increased
228
Reduced
155
Closed
99
Top Buys
| 1 |
Southern Company
SO
|
$43.5M |
| 2 |
KeyCorp
KEY
|
$30.9M |
| 3 |
Chevron
CVX
|
$22.8M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$20.6M |
| 5 |
Wells Fargo
WFC
|
$14.2M |
Top Sells
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$37.3M |
| 2 |
OGE Energy
OGE
|
$33.8M |
| 3 |
Eli Lilly
LLY
|
$30.2M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$29.9M |
| 5 |
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% |
