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
451
$430K 0.01%
+22,993
452
$426K 0.01%
20,140
+2,347
453
$424K 0.01%
8,246
-6,794
454
$423K 0.01%
+15,811
455
$421K 0.01%
+28,328
456
$415K 0.01%
9,867
-3,522
457
$415K 0.01%
+27,169
458
$415K 0.01%
4,483
+736
459
$411K 0.01%
33,309
+4,059
460
$407K 0.01%
3,947
-150,376
461
$405K 0.01%
+8,184
462
$404K 0.01%
+9,300
463
$404K 0.01%
16,264
+3,774
464
$394K 0.01%
28,798
+1,881
465
$392K 0.01%
5,660
+1,502
466
$384K 0.01%
25,688
+7,955
467
$381K 0.01%
6,391
+1,119
468
$379K 0.01%
7,037
+1,637
469
$378K 0.01%
10,084
-3,735
470
$378K 0.01%
+20,497
471
$375K 0.01%
16,128
+6,416
472
$372K 0.01%
21,207
473
$371K 0.01%
25,719
+2,961
474
$369K 0.01%
+4,275
475
$365K 0.01%
4,473
+526
17 18
19
20 21