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
576
$221K 0.01%
+9,861
577
$220K 0.01%
9,738
-25,347
578
$219K 0.01%
15,571
-1,203
579
$219K 0.01%
+108
580
$216K 0.01%
+9,276
581
$215K 0.01%
2,089
-688
582
$211K 0.01%
+6,414
583
$207K 0.01%
+3,736
584
$206K 0.01%
+7,906
585
$206K 0.01%
+6,516
586
$206K 0.01%
+25,905
587
$205K 0.01%
+5,811
588
$205K 0.01%
17,182
+250
589
$204K 0.01%
2,535
-38
590
$202K 0.01%
+2,275
591
$202K 0.01%
2,564
-392
592
– –
0
593
$199K 0.01%
+15,302
594
$188K 0.01%
+23,686
595
$184K 0.01%
+12,576
596
$183K 0.01%
+12,998
597
$178K 0.01%
+36,324
598
$177K 0.01%
14,710
+3,904
599
$173K 0.01%
+12,006
600
$171K 0.01%
+10,344
22 23
24
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