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
476
$364K 0.01%
+45,058
477
$363K 0.01%
6,186
-9,552
478
$363K 0.01%
8,770
-3,872
479
$359K 0.01%
+13,425
480
$359K 0.01%
+36,418
481
$358K 0.01%
38,773
-15,565
482
$353K 0.01%
4,983
-13,532
483
$353K 0.01%
13,767
484
$349K 0.01%
+27,765
485
$348K 0.01%
+14,631
486
$345K 0.01%
+7,355
487
$337K 0.01%
6,144
-871
488
$336K 0.01%
+15,250
489
$334K 0.01%
+11,738
490
$325K 0.01%
+11,952
491
$321K 0.01%
5,948
-1,723
492
$321K 0.01%
13,264
-42,214
493
$316K 0.01%
+9,852
494
$311K 0.01%
+26,348
495
$310K 0.01%
15,782
-1,581
496
$308K 0.01%
7,132
-2,090
497
$306K 0.01%
5,149
-1,915
498
$305K 0.01%
5,846
-2,021
499
$303K 0.01%
3,949
-1,861
500
$300K 0.01%
8,544
+1,914
18 19
20
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