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
326
$828K 0.03%
10,178
+1,378
327
$828K 0.03%
36,401
+24,698
328
$825K 0.03%
12,957
+2,318
329
$819K 0.03%
+11,561
330
$810K 0.03%
3,924
-70,604
331
$808K 0.03%
62,100
+39,500
332
$806K 0.03%
+4,794
333
$806K 0.03%
69,126
+27,412
334
$805K 0.03%
68,082
-20,312
335
$804K 0.03%
+26,432
336
$802K 0.03%
23,453
-26,528
337
$800K 0.03%
23,495
-4,381
338
$800K 0.03%
14,452
+6,256
339
$796K 0.03%
17,795
340
$795K 0.03%
12,162
+832
341
$793K 0.03%
2,356
+596
342
$789K 0.03%
28,731
+2,270
343
$788K 0.02%
+89,195
344
$787K 0.02%
11,414
+1,802
345
$786K 0.02%
14,287
+7,509
346
$784K 0.02%
18,117
+2,469
347
$782K 0.02%
42,749
+3,831
348
$765K 0.02%
32,738
+11,016
349
$764K 0.02%
19,844
+6,096
350
$761K 0.02%
+12,078
12 13
14
15 16