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
$4.59B
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$39.7M
3
+$38.8M
4
DAL icon
Delta Air Lines
DAL
+$38.1M
5
TSN icon
Tyson Foods
TSN
+$8.16M

Top Sells

1
+$44.9M
2
+$37.4M
3
+$33M
4
XRX icon
Xerox
XRX
+$26.7M
5
RYN icon
Rayonier
RYN
+$14.2M

Sector Composition

1 Financials 18.58%
2 Technology 14.83%
3 Healthcare 12.59%
4 Industrials 9.96%
5 Consumer Staples 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.44M 0.05%
150,564
+33,651
227
$2.44M 0.05%
+119,102
228
$2.43M 0.05%
+18,146
229
$2.41M 0.05%
100,998
-18,543
230
$2.41M 0.05%
30,427
-1,141
231
$2.37M 0.05%
52,966
-20,011
232
$2.37M 0.05%
76,004
+10,562
233
$2.36M 0.05%
30,765
+1,631
234
$2.36M 0.05%
134,583
+28,021
235
$2.36M 0.05%
77,403
+1,353
236
$2.35M 0.05%
113,641
-3,076
237
$2.34M 0.05%
56,420
+587
238
$2.34M 0.05%
83,733
+11,478
239
$2.33M 0.05%
+99,821
240
$2.31M 0.05%
41,884
-438
241
$2.29M 0.05%
16,961
+521
242
$2.26M 0.05%
102,777
+21,586
243
$2.24M 0.05%
44,098
-2,601
244
$2.2M 0.05%
68,638
-1,958
245
$2.2M 0.05%
+119,003
246
$2.18M 0.05%
+61,604
247
$2.17M 0.05%
16,394
+3,693
248
$2.17M 0.05%
66,362
+10,705
249
$2.16M 0.05%
20,250
+250
250
$2.14M 0.05%
90,045
+24,757
8 9
10
11 12