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
201
$2.83M 0.06%
38,554
+4,412
202
$2.82M 0.06%
17,867
+2,813
203
$2.81M 0.06%
39,626
+3,701
204
$2.81M 0.06%
128,114
+89,731
205
$2.74M 0.06%
77,459
+1,790
206
$2.72M 0.06%
28,448
+4,533
207
$2.71M 0.06%
103,419
+24,699
208
$2.69M 0.06%
77,161
+2,124
209
$2.68M 0.06%
11,053
-885
210
$2.67M 0.06%
+69,237
211
$2.65M 0.06%
+53,517
212
$2.63M 0.06%
18,719
+47
213
$2.62M 0.06%
57,583
+6,966
214
$2.6M 0.06%
15,842
+2,242
215
$2.59M 0.06%
14,221
-937
216
$2.58M 0.06%
93,520
+5,807
217
$2.58M 0.06%
14,354
+354
218
$2.56M 0.06%
40,219
+730
219
$2.55M 0.05%
58,588
-12,847
220
$2.54M 0.05%
17,505
-1,683
221
$2.52M 0.05%
109,035
-1,560
222
$2.5M 0.05%
+63,075
223
$2.5M 0.05%
73,225
-6,444
224
$2.49M 0.05%
10,523
+16
225
$2.49M 0.05%
+31,447
7 8
9
10 11