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
101
$9.77M 0.31%
140,957
-7,491
102
$9.72M 0.31%
193,768
+40,380
103
$9.69M 0.31%
371,163
-6,321
104
$9.67M 0.31%
135,837
-582
105
$9.54M 0.3%
88,260
-5,208
106
$9.24M 0.29%
195,324
+182,410
107
$8.89M 0.28%
347,851
-16,940
108
$8.87M 0.28%
246,165
+41,021
109
$8.79M 0.28%
506,460
-24,648
110
$8.76M 0.28%
104,936
+347
111
$8.65M 0.27%
+187,703
112
$8.54M 0.27%
58,043
+9,145
113
$8.32M 0.26%
287,468
+179,935
114
$8.14M 0.26%
473,872
+26,455
115
$8.01M 0.25%
44,178
-2,309
116
$7.71M 0.24%
607,560
+160,410
117
$7.68M 0.24%
124,809
-6,782
118
$7.58M 0.24%
231,307
-11,472
119
$7.53M 0.24%
252,386
+33,838
120
$7.5M 0.24%
195,777
+394
121
$7.38M 0.23%
148,655
-16,788
122
$7.12M 0.23%
588,124
+208,745
123
$7.1M 0.22%
39,317
-2,032
124
$6.63M 0.21%
101,312
+71,020
125
$6.36M 0.2%
100,935
-467
3 4
5
6 7