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
501
$298K 0.01%
9,527
+264
502
$298K 0.01%
6,424
-16
503
$294K 0.01%
+5,787
504
$292K 0.01%
5,190
-2,406
505
$291K 0.01%
+3,573
506
$288K 0.01%
+10,210
507
$287K 0.01%
2,528
-35
508
$283K 0.01%
+4,644
509
$282K 0.01%
+26,498
510
$282K 0.01%
+4,928
511
$280K 0.01%
+8,546
512
$280K 0.01%
19,485
+798
513
$280K 0.01%
+4,778
514
$280K 0.01%
+14,821
515
$278K 0.01%
5,718
-1,480
516
$278K 0.01%
+5,225
517
$278K 0.01%
+7,601
518
$277K 0.01%
+3,179
519
$277K 0.01%
+10,888
520
$277K 0.01%
+5,644
521
$275K 0.01%
+16,230
522
$275K 0.01%
+7,212
523
$275K 0.01%
2,475
+642
524
$275K 0.01%
+96,617
525
$274K 0.01%
+32,160
19 20
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