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
251
$820K 0.04%
23,723
+596
252
$812K 0.04%
37,946
+5,530
253
$808K 0.03%
85,745
+2,672
254
$802K 0.03%
38,309
+10,159
255
$800K 0.03%
23,818
-1,144
256
$799K 0.03%
2,405
+83
257
$779K 0.03%
90,946
+18,616
258
$772K 0.03%
40,700
+6,506
259
$768K 0.03%
25,480
+7,485
260
$767K 0.03%
22,760
-10,467
261
$764K 0.03%
15,007
+5,327
262
$761K 0.03%
110,775
+4,707
263
$750K 0.03%
16,666
+3,081
264
$740K 0.03%
16,731
+99
265
$734K 0.03%
5,634
+1,816
266
$731K 0.03%
8,359
+370
267
$728K 0.03%
4,335
-358
268
$717K 0.03%
13,028
+261
269
$715K 0.03%
10,375
+2,288
270
$712K 0.03%
6,674
+2
271
$695K 0.03%
5,003
+276
272
$693K 0.03%
88,839
+15,173
273
$688K 0.03%
44,665
+1,030
274
$687K 0.03%
14,430
-5,572
275
$683K 0.03%
1,666
+60
9 10
11
12 13