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
201
$1.7M 0.05%
25,365
+5,088
202
$1.66M 0.05%
21,247
+1,619
203
$1.66M 0.05%
69,918
-41,196
204
$1.65M 0.05%
65,056
+3,929
205
$1.63M 0.05%
71,314
+6,384
206
$1.63M 0.05%
123,719
+17,250
207
$1.61M 0.05%
30,390
+2,034
208
$1.57M 0.05%
104,412
+7,118
209
$1.57M 0.05%
54,463
+485
210
$1.55M 0.05%
47,263
+4,665
211
$1.55M 0.05%
+95,859
212
$1.54M 0.05%
+27,196
213
$1.53M 0.05%
20,325
+1,311
214
$1.5M 0.05%
15,716
+9,596
215
$1.49M 0.05%
15,967
+2
216
$1.49M 0.05%
24,512
217
$1.49M 0.05%
32,132
+10,449
218
$1.48M 0.05%
+19,963
219
$1.45M 0.05%
13,097
+1,070
220
$1.41M 0.04%
74,415
-3,600
221
$1.39M 0.04%
70,639
+31,111
222
$1.38M 0.04%
77,388
+5,792
223
$1.38M 0.04%
49,644
+15,200
224
$1.37M 0.04%
68,590
+7,479
225
$1.37M 0.04%
66,533
+20,490
7 8
9
10 11