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
276
$680K 0.03%
4,641
-2,098
277
$673K 0.03%
22,454
+11,153
278
$671K 0.03%
+20,921
279
$669K 0.03%
2,558
-1,695
280
$662K 0.03%
34,762
+8,040
281
$657K 0.03%
30,622
+1,418
282
$657K 0.03%
35,650
+7,930
283
$657K 0.03%
22,007
+7,459
284
$656K 0.03%
82,117
-10,815
285
$653K 0.03%
25,915
-1,674
286
$651K 0.03%
30,298
+3,902
287
$640K 0.03%
12,290
+2,320
288
$637K 0.03%
5,612
-630
289
$632K 0.03%
20,744
+1,868
290
$627K 0.03%
16,895
-302
291
$625K 0.03%
14,949
-496
292
$623K 0.03%
18,884
-1,967
293
$623K 0.03%
11,039
+1,678
294
$623K 0.03%
11,744
+1,746
295
$619K 0.03%
9,257
-3,869
296
$613K 0.03%
8,397
+1,374
297
$602K 0.03%
8,268
+939
298
$601K 0.03%
80,819
+2,190
299
$595K 0.03%
17,058
-464
300
$593K 0.03%
19,372
-8,350
10 11
12
13 14