ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$41.3M
2
+$32.8M
3
+$21.9M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$20.1M
5
WFC icon
Wells Fargo
WFC
+$14.5M

Top Sells

1
+$36.3M
2
+$32.5M
3
+$28.8M
4
LLY icon
Eli Lilly
LLY
+$28.3M
5
MRK icon
Merck
MRK
+$25.4M

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
176
$3.72M 0.08%
+32,917
177
$3.7M 0.08%
50,657
+2,148
178
$3.59M 0.08%
68,453
-4,214
179
$3.56M 0.08%
37,523
+177
180
$3.47M 0.07%
53,493
+4,299
181
$3.41M 0.07%
258,196
-14,252
182
$3.39M 0.07%
167,284
+1,086
183
$3.31M 0.07%
37,917
+2,619
184
$3.25M 0.07%
29,890
+5,234
185
$3.23M 0.07%
23,321
-292
186
$3.19M 0.07%
+56,772
187
$3.13M 0.07%
31,221
+3,232
188
$3.12M 0.07%
21,856
+2,461
189
$3.1M 0.07%
12,950
-157
190
$3M 0.06%
66,883
-1,062
191
$3M 0.06%
73,618
+10,153
192
$2.98M 0.06%
14,850
+180
193
$2.98M 0.06%
56,220
-798
194
$2.98M 0.06%
663,880
-233,280
195
$2.97M 0.06%
+240,869
196
$2.97M 0.06%
38,724
-1,074
197
$2.95M 0.06%
+143,366
198
$2.93M 0.06%
51,849
-4,682
199
$2.91M 0.06%
156,454
+29,824
200
$2.83M 0.06%
53,486
+15,087
6 7
8
9 10