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
176
$2.34M 0.07%
30,879
+26,858
177
$2.25M 0.07%
32,411
-1,860
178
$2.23M 0.07%
39,013
+10,264
179
$2.17M 0.07%
49,065
-101,540
180
$2.15M 0.07%
57,714
+9,119
181
$2.09M 0.07%
33,146
+5,693
182
$2.09M 0.07%
42,188
-3,203
183
$2.05M 0.06%
40,507
-4,198
184
$2.03M 0.06%
99,072
+24,999
185
$2.01M 0.06%
39,380
-748
186
$1.99M 0.06%
+9,273
187
$1.97M 0.06%
96,452
+33,308
188
$1.92M 0.06%
+1,358
189
$1.92M 0.06%
61,682
+1,984
190
$1.88M 0.06%
47,694
+2,060
191
$1.86M 0.06%
18,917
+6,223
192
$1.85M 0.06%
84,356
+3,315
193
$1.84M 0.06%
42,713
-21,921
194
$1.84M 0.06%
+75,112
195
$1.8M 0.06%
30,531
+4,160
196
$1.8M 0.06%
30,579
-65,204
197
$1.76M 0.06%
+173,693
198
$1.74M 0.06%
25,951
+426
199
$1.72M 0.05%
16,150
+1,631
200
$1.72M 0.05%
42,536
+5,617
6 7
8
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