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
551
$247K 0.01%
36,624
+4,248
552
$247K 0.01%
+3,409
553
$247K 0.01%
1,838
-1,165
554
$246K 0.01%
6,809
-2,026
555
$244K 0.01%
+14,746
556
$244K 0.01%
6,016
-295
557
$244K 0.01%
5,009
-2,630
558
$243K 0.01%
+15,261
559
$243K 0.01%
1,032
-37
560
$243K 0.01%
+5,219
561
$242K 0.01%
+11,234
562
$241K 0.01%
+9,400
563
$240K 0.01%
+9,945
564
$240K 0.01%
+5,595
565
$240K 0.01%
+7,668
566
$239K 0.01%
+1,881
567
$233K 0.01%
+19,696
568
$233K 0.01%
+4,376
569
$229K 0.01%
3,070
-644
570
$229K 0.01%
+3,409
571
$228K 0.01%
4,240
-5,666
572
$228K 0.01%
+5,611
573
$228K 0.01%
+6,137
574
$223K 0.01%
24,946
-1,081
575
$221K 0.01%
+825
21 22
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