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
351
$751K 0.02%
22,795
-9,657
352
$751K 0.02%
4,894
-6,057
353
$750K 0.02%
8,313
+888
354
$737K 0.02%
32,856
-147,518
355
$737K 0.02%
+21,418
356
$732K 0.02%
94,443
-35,100
357
$729K 0.02%
20,966
+1,645
358
$729K 0.02%
3,609
+2,000
359
$727K 0.02%
31,525
+8,787
360
$723K 0.02%
19,894
-5,601
361
$719K 0.02%
12,573
+993
362
$719K 0.02%
10,366
+2,971
363
$716K 0.02%
+41,469
364
$712K 0.02%
24,393
+1,925
365
$711K 0.02%
+5,318
366
$698K 0.02%
+26,135
367
$696K 0.02%
25,647
+1,122
368
$696K 0.02%
8,346
+1,990
369
$695K 0.02%
+27,249
370
$690K 0.02%
28,317
+17,697
371
$684K 0.02%
17,823
-6,190
372
$683K 0.02%
12,475
-8,835
373
$674K 0.02%
15,724
+1,498
374
$661K 0.02%
12,994
+999
375
$658K 0.02%
10,623
+3,441
13 14
15
16 17