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
301
$1.71M 0.04%
41,620
+11,477
302
$1.7M 0.04%
66,194
+18,266
303
$1.69M 0.04%
21,920
-1,399
304
$1.69M 0.04%
55,068
+6,390
305
$1.68M 0.04%
44,928
+7,781
306
$1.66M 0.04%
15,127
+298
307
$1.64M 0.04%
+8,111
308
$1.64M 0.04%
24,142
+14,398
309
$1.62M 0.04%
17,600
-1,911
310
$1.61M 0.04%
75,190
+4,396
311
$1.59M 0.03%
39,700
+10,924
312
$1.58M 0.03%
+22,472
313
$1.58M 0.03%
14,425
+2,520
314
$1.57M 0.03%
28,064
-2,078
315
$1.57M 0.03%
+12,891
316
$1.56M 0.03%
36,008
-35,054
317
$1.54M 0.03%
+65,022
318
$1.54M 0.03%
8,949
+955
319
$1.54M 0.03%
+11,408
320
$1.5M 0.03%
16,659
-31,986
321
$1.5M 0.03%
+14,175
322
$1.48M 0.03%
62,402
+23,794
323
$1.47M 0.03%
9,630
+7,133
324
$1.47M 0.03%
12,223
+39
325
$1.46M 0.03%
+1,842
11 12
13
14 15