ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$41.3M
2
+$32.8M
3
+$21.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$20.1M
5
WFC icon
Wells Fargo
WFC
+$14.5M

Top Sells

1
+$36.3M
2
+$32.5M
3
+$28.8M
4
LLY icon
Eli Lilly
LLY
+$28.3M
5
MRK icon
Merck
MRK
+$25.4M

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
626
– –
-13,711
627
– –
-2,777
628
– –
-34,329
629
– –
-4,788
630
– –
-27,776
22 23 24 25
26