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
126
$6.32M 0.2%
243,414
+46,775
127
$6.29M 0.2%
110,087
+13,011
128
$5.76M 0.18%
145,224
-1,042
129
$5.64M 0.18%
49,093
+15,123
130
$5.62M 0.18%
140,911
-3,117
131
$5.37M 0.17%
98,006
-2,993
132
$5.15M 0.16%
110,385
+94,770
133
$5.01M 0.16%
141,774
+92,566
134
$4.99M 0.16%
+84,268
135
$4.95M 0.16%
78,903
-756
136
$4.89M 0.15%
153,270
+129,716
137
$4.84M 0.15%
91,262
-5,007
138
$4.83M 0.15%
85,267
+50,395
139
$4.66M 0.15%
135,122
-6,332
140
$4.64M 0.15%
119,779
-6,349
141
$4.63M 0.15%
54,670
-50
142
$4.57M 0.14%
66,863
+34,049
143
$4.56M 0.14%
137,310
+9,400
144
$4.53M 0.14%
122,875
-8,185
145
$4.53M 0.14%
76,513
-3,684
146
$4.46M 0.14%
60,840
+14,638
147
$4.43M 0.14%
182,710
-125,274
148
$4.19M 0.13%
50,168
+13,060
149
$4.06M 0.13%
+52,088
150
$4.03M 0.13%
129,946
-70,280
4 5
6
7 8