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
276
$1.89M 0.04%
+88,727
277
$1.89M 0.04%
39,104
+2,209
278
$1.87M 0.04%
100,295
+22,692
279
$1.87M 0.04%
29,244
+3,042
280
$1.86M 0.04%
+35,498
281
$1.86M 0.04%
+29,504
282
$1.85M 0.04%
26,270
+5,655
283
$1.85M 0.04%
13,227
-425
284
$1.83M 0.04%
74,473
+1,329
285
$1.82M 0.04%
40,892
-111,566
286
$1.81M 0.04%
9,079
-387
287
$1.81M 0.04%
+85,770
288
$1.8M 0.04%
27,870
+3,573
289
$1.78M 0.04%
112,142
+55,138
290
$1.78M 0.04%
82,383
+22,602
291
$1.78M 0.04%
+72,351
292
$1.77M 0.04%
37,388
+1,624
293
$1.77M 0.04%
35,062
-2,019
294
$1.76M 0.04%
20,794
+744
295
$1.76M 0.04%
47,427
+41,518
296
$1.75M 0.04%
34,223
+803
297
$1.75M 0.04%
+11,733
298
$1.74M 0.04%
76,970
+2,409
299
$1.72M 0.04%
+112,418
300
$1.72M 0.04%
9,506
+407
10 11
12
13 14