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
101
$10.3M 0.22%
148,590
-530
102
$9.88M 0.21%
76,198
-24,623
103
$9.82M 0.21%
51,621
+9,402
104
$9.81M 0.21%
83,848
-428
105
$9.31M 0.2%
94,452
+1,808
106
$9.27M 0.2%
145,314
-4,236
107
$9.22M 0.2%
302,512
+114,462
108
$9.15M 0.2%
58,252
+28,505
109
$9.1M 0.2%
63,831
-1,170
110
$8.96M 0.19%
98,408
+33,116
111
$8.94M 0.19%
88,081
+6,569
112
$8.38M 0.18%
35,606
+387
113
$8M 0.17%
40,485
+12,736
114
$7.9M 0.17%
+93,763
115
$7.84M 0.17%
189,650
-2,043
116
$7.53M 0.16%
42,911
+1,000
117
$7.51M 0.16%
79,105
+17,010
118
$7.33M 0.16%
+52,803
119
$7.3M 0.16%
55,511
+1,817
120
$7.26M 0.16%
59,802
-262
121
$6.96M 0.15%
101,510
+6,703
122
$6.93M 0.15%
505,249
+214,615
123
$6.89M 0.15%
96,709
-1,271
124
$6.88M 0.15%
79,140
+6,942
125
$6.88M 0.15%
159,397
+1,811
3 4
5
6 7