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
76
$13.7M 0.29%
447,504
+10,004
77
$13.7M 0.29%
100,064
+3,312
78
$13.5M 0.29%
167,843
-275
79
$13.4M 0.29%
210,081
-17,990
80
$13.4M 0.29%
116,574
-28
81
$13.4M 0.29%
120,526
-280
82
$13.3M 0.29%
75,562
+477
83
$13.3M 0.29%
178,754
-1,664
84
$13.3M 0.28%
83,569
-248
85
$12.9M 0.28%
180,906
+1,970
86
$12.8M 0.28%
111,498
+14,432
87
$12.6M 0.27%
388,097
+7,746
88
$12.2M 0.26%
222,304
+8,788
89
$12.1M 0.26%
129,331
-5,764
90
$11.9M 0.26%
31,245
+4,089
91
$11.7M 0.25%
86,531
+1,830
92
$11.7M 0.25%
94,630
+10,140
93
$11.7M 0.25%
168,178
-67,030
94
$11.6M 0.25%
313,029
-42,833
95
$11.6M 0.25%
64,040
+629
96
$11.1M 0.24%
297,931
-7,087
97
$11M 0.24%
84,842
-232,994
98
$10.7M 0.23%
45,416
+566
99
$10.4M 0.22%
97,614
+20,475
100
$10.3M 0.22%
38,599
+1,760
2 3
4
5 6