ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
51
$30.9M 0.66%
+1,964,451
52
$28.1M 0.6%
229,193
-853
53
$28M 0.6%
333,138
+2,480
54
$27.4M 0.59%
3,118,524
+216,211
55
$26.4M 0.57%
324,217
+14,553
56
$24.3M 0.52%
510,357
+36,173
57
$24.2M 0.52%
366,026
+10,169
58
$24.1M 0.52%
550,142
-89,863
59
$24M 0.51%
1,235,875
-1,757
60
$22.6M 0.48%
206,719
+626
61
$22.4M 0.48%
1,330,975
-161,465
62
$22.2M 0.48%
324,009
+1,105
63
$21.4M 0.46%
254,046
+44,355
64
$21.2M 0.45%
1,669,371
+118,059
65
$20.6M 0.44%
+173,307
66
$19.5M 0.42%
144,257
+11,651
67
$18.9M 0.41%
103,905
+4,887
68
$18.8M 0.4%
345,587
-2,094
69
$18.6M 0.4%
374,180
+121,707
70
$18M 0.39%
413,071
+36,535
71
$17.4M 0.37%
632,433
+123,619
72
$16.5M 0.35%
98,946
+35,182
73
$16.1M 0.35%
669,610
-8,603
74
$15.9M 0.34%
129,808
-15,540
75
$14.7M 0.31%
340,082
-5,108
1 2
3
4 5