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
$3.16B
AUM Growth
+$75.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
796
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$19.3M
3
+$16.5M
4
JPM icon
JPMorgan Chase
JPM
+$14M
5
ZMLP
Direxion Zacks MLP High Income Index Shares
ZMLP
+$12.4M

Top Sells

1
+$24.5M
2
+$24.4M
3
+$20.4M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.5M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.6M

Sector Composition

1 Financials 19.2%
2 Healthcare 12.89%
3 Industrials 11.72%
4 Technology 10.55%
5 Consumer Staples 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.37M 0.04%
35,248
+6,018
227
$1.36M 0.04%
+31,632
228
$1.35M 0.04%
91,858
+49,690
229
$1.34M 0.04%
28,553
+9,897
230
$1.33M 0.04%
+31,921
231
$1.31M 0.04%
18,152
+12,853
232
$1.31M 0.04%
+20,159
233
$1.3M 0.04%
24,748
+2,061
234
$1.3M 0.04%
20,962
-1,546
235
$1.3M 0.04%
34,892
+2,568
236
$1.3M 0.04%
390,640
+75,900
237
$1.3M 0.04%
+28,019
238
$1.29M 0.04%
34,534
-289
239
$1.28M 0.04%
46,084
-1,372
240
$1.27M 0.04%
34,425
-2,534
241
$1.27M 0.04%
59,402
+21,693
242
$1.27M 0.04%
+38,089
243
$1.26M 0.04%
85,840
+9,856
244
$1.26M 0.04%
10,112
+1,388
245
$1.26M 0.04%
42,425
+2,460
246
$1.25M 0.04%
15,323
+888
247
$1.25M 0.04%
2,564
-392
248
$1.25M 0.04%
48,654
+5,936
249
$1.25M 0.04%
21,477
+6,561
250
$1.24M 0.04%
7,138
+3,473
8 9
10
11 12