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
426
$494K 0.02%
+4,887
427
$493K 0.02%
41,550
-3,269
428
$490K 0.02%
39,825
+15,302
429
$486K 0.02%
+21,661
430
$485K 0.02%
+8,032
431
$483K 0.02%
4,517
+62
432
$481K 0.02%
+11,421
433
$477K 0.02%
+20,801
434
$475K 0.02%
12,194
-628,450
435
$475K 0.02%
8,415
436
$473K 0.02%
+2,657
437
$471K 0.01%
23,202
438
$469K 0.01%
37,772
+4,254
439
$468K 0.01%
5,899
+156
440
$463K 0.01%
+24,036
441
$462K 0.01%
+17,134
442
$456K 0.01%
14,446
+3,013
443
$443K 0.01%
+11,738
444
$441K 0.01%
3,549
-37,993
445
$441K 0.01%
+10,669
446
$439K 0.01%
25,061
+7,855
447
$437K 0.01%
4,346
+703
448
$437K 0.01%
+5,270
449
$432K 0.01%
+13,544
450
$431K 0.01%
+7,600
16 17
18
19 20