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
$2.31B
AUM Growth
+$134M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
710
New
Increased
Reduced
Closed

Top Buys

1
+$9.19M
2
+$8.98M
3
+$8.79M
4
DNY
DONNELLEY R R & SONS CO
DNY
+$7.74M
5
CIEN icon
Ciena
CIEN
+$7.61M

Top Sells

1
+$11.6M
2
+$11.1M
3
+$8.56M
4
XRX icon
Xerox
XRX
+$8.27M
5
ESV
Ensco Rowan plc
ESV
+$8.03M

Sector Composition

1 Financials 18.66%
2 Industrials 11.84%
3 Technology 11%
4 Healthcare 9.52%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.09M 0.05%
36,591
+737
227
$1.07M 0.05%
33,736
+2,492
228
$1.06M 0.05%
37,509
+421
229
$1.05M 0.05%
78,325
+42,185
230
$1.04M 0.05%
19,848
+3,457
231
$1.04M 0.05%
+38,223
232
$1.03M 0.04%
13,373
+820
233
$1.02M 0.04%
29,515
+3,450
234
$1.02M 0.04%
+4,138
235
$987K 0.04%
7,699
+527
236
$985K 0.04%
52,913
+4,855
237
$965K 0.04%
14,006
+2,287
238
$964K 0.04%
+49,879
239
$955K 0.04%
11,830
+2,331
240
$952K 0.04%
8,645
+424
241
$941K 0.04%
12,498
-5,081
242
$932K 0.04%
93,660
-19,432
243
$898K 0.04%
32,718
+16,453
244
$886K 0.04%
+18,116
245
$872K 0.04%
15,764
+1,053
246
$850K 0.04%
42,218
+2,846
247
$832K 0.04%
9,046
+2,860
248
$830K 0.04%
17,723
-9,677
249
$828K 0.04%
20,760
+1,088
250
$826K 0.04%
33,501
+10,118
8 9
10
11 12