ZIM

Zacks Investment Management Portfolio holdings

AUM $12.6B
1-Year Est. Return 26.15%
This Quarter Est. Return
1 Year Est. Return
+26.15%
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
126
$6.8M 0.15%
43,546
+1,882
127
$6.73M 0.14%
418,612
-964
128
$6.49M 0.14%
21,578
+4,722
129
$6.35M 0.14%
115,196
-46,467
130
$6.21M 0.13%
116,851
+35,105
131
$6.14M 0.13%
61,186
+880
132
$6.11M 0.13%
77,252
-287
133
$6.04M 0.13%
229,516
+6,476
134
$6.03M 0.13%
182,223
+15,300
135
$5.87M 0.13%
81,427
+7,540
136
$5.86M 0.13%
208,588
-109,423
137
$5.82M 0.12%
99,280
-5,720
138
$5.81M 0.12%
+22,211
139
$5.63M 0.12%
+105,883
140
$5.6M 0.12%
329,028
-6,604
141
$5.54M 0.12%
120,774
+2,776
142
$5.52M 0.12%
122,284
+5,392
143
$5.51M 0.12%
+36,789
144
$5.31M 0.11%
130,250
-259
145
$5.3M 0.11%
+104,908
146
$5.28M 0.11%
80,977
+19,182
147
$5.27M 0.11%
118,802
-2,684
148
$5.26M 0.11%
203,229
+890
149
$5.16M 0.11%
36,348
+4,576
150
$5.15M 0.11%
240,719
+6,987
4 5
6
7 8