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
251
$1.21M 0.04%
20,944
+5,803
252
$1.2M 0.04%
10,226
-13
253
$1.2M 0.04%
17,351
+5,123
254
$1.2M 0.04%
34,062
+10,063
255
$1.18M 0.04%
17,446
+5,755
256
$1.17M 0.04%
19,657
-7,126
257
$1.16M 0.04%
28,973
-7,677
258
$1.16M 0.04%
32,390
-1,368
259
$1.15M 0.04%
45,120
+11,360
260
$1.15M 0.04%
42,401
-1,554
261
$1.14M 0.04%
+53,502
262
$1.13M 0.04%
15,447
+5,324
263
$1.13M 0.04%
12,432
+365
264
$1.11M 0.04%
22,030
+5,041
265
$1.11M 0.04%
117
+61
266
$1.11M 0.04%
+26,759
267
$1.11M 0.04%
+12,286
268
$1.11M 0.04%
24,598
+11,058
269
$1.1M 0.03%
+21,538
270
$1.09M 0.03%
+43,318
271
$1.08M 0.03%
23,366
+8,116
272
$1.07M 0.03%
+21,880
273
$1.07M 0.03%
+27,415
274
$1.06M 0.03%
14,366
+2,100
275
$1.05M 0.03%
43,037
+6,452
9 10
11
12 13