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
151
$3.83M 0.12%
50,149
-2,229
152
$3.81M 0.12%
34,713
-761
153
$3.68M 0.12%
35,560
-3,961
154
$3.62M 0.11%
+300,082
155
$3.62M 0.11%
81,945
-616
156
$3.58M 0.11%
28,198
-1,233
157
$3.51M 0.11%
153,488
+40,392
158
$3.25M 0.1%
25,124
+5,229
159
$3.21M 0.1%
118,206
+20,207
160
$3.11M 0.1%
89,517
+31,901
161
$3.09M 0.1%
98,226
+1,764
162
$2.85M 0.09%
85,008
+19,670
163
$2.79M 0.09%
18,414
+186
164
$2.77M 0.09%
63,184
+18,109
165
$2.72M 0.09%
+47,384
166
$2.66M 0.08%
24,931
+364
167
$2.59M 0.08%
87,525
+32,826
168
$2.58M 0.08%
113,162
+12,569
169
$2.46M 0.08%
55,992
+17,078
170
$2.45M 0.08%
25,496
-1,183
171
$2.43M 0.08%
21,060
+5,636
172
$2.42M 0.08%
171,987
+17,901
173
$2.39M 0.08%
61,420
-3,014
174
$2.37M 0.08%
16,435
-391
175
$2.35M 0.07%
151,591
+9,629
5 6
7
8 9