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
276
$1.04M 0.03%
26,503
+18,723
277
$1.04M 0.03%
11,271
+1,382
278
$1.03M 0.03%
18,376
-856
279
$1.03M 0.03%
15,620
+7,568
280
$1.03M 0.03%
61,089
+2,470
281
$1.03M 0.03%
23,703
+11,317
282
$1.02M 0.03%
21,499
-2,209
283
$1.02M 0.03%
16,677
+10,799
284
$1.01M 0.03%
64,596
+24,370
285
$1.01M 0.03%
14,874
-3,044
286
$1.01M 0.03%
6,723
+977
287
$1M 0.03%
3,703
+416
288
$999K 0.03%
25,872
+5,992
289
$997K 0.03%
88,306
+75,248
290
$993K 0.03%
19,320
-1,764
291
$992K 0.03%
10,650
+2,815
292
$986K 0.03%
77,963
-27,564
293
$985K 0.03%
24,607
+4,110
294
$982K 0.03%
12,049
+3,066
295
$972K 0.03%
16,759
+4,388
296
$971K 0.03%
22,749
+221
297
$966K 0.03%
14,507
-2,521
298
$959K 0.03%
44,148
+9,684
299
$957K 0.03%
18,910
+6,536
300
$951K 0.03%
33,405
+11,432
10 11
12
13 14