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
401
$553K 0.02%
2,838
-585
402
$552K 0.02%
5,868
-20,663
403
$552K 0.02%
3,250
+314
404
$546K 0.02%
14,435
-12,903
405
$545K 0.02%
+28,320
406
$543K 0.02%
22,665
-9,174
407
$538K 0.02%
+5,425
408
$538K 0.02%
9,997
+991
409
$537K 0.02%
+6,709
410
$531K 0.02%
+3,517
411
$529K 0.02%
9,206
+257
412
$525K 0.02%
+21,087
413
$522K 0.02%
30,770
414
$519K 0.02%
9,765
+1,790
415
$516K 0.02%
12,393
-112
416
$516K 0.02%
+11,966
417
$512K 0.02%
+7,424
418
$509K 0.02%
+9,644
419
$507K 0.02%
+5,873
420
$505K 0.02%
19,278
+1,510
421
$503K 0.02%
22,111
422
$503K 0.02%
25,607
+1,050
423
$502K 0.02%
3,328
-732
424
$500K 0.02%
+14,088
425
$495K 0.02%
14,652
-4,744
15 16
17
18 19