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
151
$5.12M 0.11%
+11,819
152
$5.1M 0.11%
264,642
+12,968
153
$5.07M 0.11%
70,831
+20,226
154
$5.02M 0.11%
+40,621
155
$4.75M 0.1%
18,863
+16,221
156
$4.62M 0.1%
214,662
+7,088
157
$4.57M 0.1%
169,894
+23,825
158
$4.52M 0.1%
75,692
+562
159
$4.5M 0.1%
+149,570
160
$4.48M 0.1%
70,530
-11,539
161
$4.36M 0.09%
20,076
-193
162
$4.29M 0.09%
+35,341
163
$4.27M 0.09%
39,072
+9,274
164
$4.21M 0.09%
13,932
-55
165
$4.15M 0.09%
82,005
+9,222
166
$4.14M 0.09%
238,696
+7,503
167
$4.13M 0.09%
56,199
-490
168
$4.11M 0.09%
190,910
+23,341
169
$4.09M 0.09%
+22,400
170
$4.08M 0.09%
59,305
-702
171
$3.99M 0.09%
158,382
+71,863
172
$3.87M 0.08%
117,152
+12,854
173
$3.85M 0.08%
73,860
-753
174
$3.84M 0.08%
185,193
-30,479
175
$3.74M 0.08%
126,869
+1,140
5 6
7
8 9