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
251
$2.12M 0.05%
7,524
+819
252
$2.11M 0.05%
75,910
+2,502
253
$2.11M 0.05%
+11,967
254
$2.1M 0.05%
38,315
+3,053
255
$2.09M 0.05%
+72,847
256
$2.09M 0.05%
132,587
+13,541
257
$2.09M 0.05%
+39,135
258
$2.07M 0.05%
41,511
+672
259
$2.06M 0.05%
+45,516
260
$2.05M 0.04%
34,951
+820
261
$2.04M 0.04%
22,704
+1,056
262
$2M 0.04%
10,144
+167
263
$1.99M 0.04%
8,967
-1,480
264
$1.99M 0.04%
22,348
+1,017
265
$1.99M 0.04%
+47,272
266
$1.98M 0.04%
52,410
-1,537
267
$1.98M 0.04%
+101,445
268
$1.98M 0.04%
39,973
+2,507
269
$1.98M 0.04%
+41,754
270
$1.96M 0.04%
26,802
-8,559
271
$1.94M 0.04%
+67,978
272
$1.93M 0.04%
+40,745
273
$1.91M 0.04%
+42,121
274
$1.91M 0.04%
+23,392
275
$1.9M 0.04%
57,284
+4,943
9 10
11
12 13