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
526
$274K 0.01%
+15,071
527
$271K 0.01%
24,864
-11,638
528
$271K 0.01%
18,434
-14,230
529
$270K 0.01%
+5,478
530
$269K 0.01%
+8,573
531
$268K 0.01%
+10,141
532
$267K 0.01%
13,510
-13,640
533
$267K 0.01%
+7,445
534
$265K 0.01%
+7,572
535
$264K 0.01%
2,674
-71,963
536
$263K 0.01%
+1,366
537
$261K 0.01%
2,460
538
$260K 0.01%
+8,012
539
$259K 0.01%
3,644
-1,357
540
$258K 0.01%
3,179
-582
541
$257K 0.01%
10,144
+310
542
$257K 0.01%
3,130
543
$256K 0.01%
+8,242
544
$255K 0.01%
+13,554
545
$255K 0.01%
+5,614
546
$254K 0.01%
+18,004
547
$253K 0.01%
+16,128
548
$253K 0.01%
+8,297
549
$253K 0.01%
+15,180
550
$251K 0.01%
+10,124
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