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
301
$588K 0.03%
8,206
-725
302
$581K 0.03%
4,494
-2,078
303
$579K 0.03%
28,782
+16,327
304
$572K 0.02%
1,105
+10
305
$570K 0.02%
13,678
-5,801
306
$568K 0.02%
19,114
+7,397
307
$568K 0.02%
+21,168
308
$567K 0.02%
13,988
+733
309
$563K 0.02%
+56,206
310
$560K 0.02%
32,013
+7,244
311
$556K 0.02%
9,892
-389
312
$556K 0.02%
16,773
+3,357
313
$553K 0.02%
19,758
+2,548
314
$553K 0.02%
15,425
-6,402
315
$552K 0.02%
8,813
-234
316
$547K 0.02%
25,543
+6,526
317
$546K 0.02%
10,801
+2,228
318
$546K 0.02%
+13,663
319
$540K 0.02%
33,526
+371
320
$540K 0.02%
7,476
+1,288
321
$534K 0.02%
15,409
-74
322
$527K 0.02%
5,534
+551
323
$526K 0.02%
9,897
-497
324
$524K 0.02%
15,824
+1,191
325
$523K 0.02%
13,094
+1,596
11 12
13
14 15