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
376
$655K 0.02%
5,640
+639
377
$649K 0.02%
+34,304
378
$645K 0.02%
10,050
-139,954
379
$634K 0.02%
8,648
+1,050
380
$632K 0.02%
+13,651
381
$624K 0.02%
8,248
-3,043
382
$624K 0.02%
11,744
+3,370
383
$623K 0.02%
23,429
+1,896
384
$618K 0.02%
+8,060
385
$613K 0.02%
11,616
+2,600
386
$597K 0.02%
10,902
-19
387
$594K 0.02%
32,396
+16,924
388
$593K 0.02%
11,310
+372
389
$591K 0.02%
10,486
-3,120
390
$589K 0.02%
14,061
+1,297
391
$585K 0.02%
+14,352
392
$583K 0.02%
+52,790
393
$582K 0.02%
+2,660
394
$577K 0.02%
31,751
+2,884
395
$575K 0.02%
+13,722
396
$574K 0.02%
+24,016
397
$564K 0.02%
+3,243
398
$557K 0.02%
6,207
+472
399
$556K 0.02%
+57,784
400
$555K 0.02%
48,324
-11,421
14 15
16
17 18