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
326
$522K 0.02%
7,171
+3,330
327
$520K 0.02%
16,372
-7,948
328
$520K 0.02%
7,929
+1,376
329
$518K 0.02%
11,291
+591
330
$516K 0.02%
21,557
-1,147
331
$514K 0.02%
12,966
+1,913
332
$510K 0.02%
30,378
-1,546
333
$507K 0.02%
9,804
-417
334
$505K 0.02%
25,269
+1,169
335
$502K 0.02%
7,294
+1,525
336
$502K 0.02%
17,226
-144
337
$499K 0.02%
12,224
-689
338
$499K 0.02%
+5,700
339
$498K 0.02%
+51,576
340
$496K 0.02%
12,016
-300
341
$496K 0.02%
30,541
-1,462
342
$494K 0.02%
48,574
+6,954
343
$492K 0.02%
12,479
-561
344
$492K 0.02%
+7,386
345
$491K 0.02%
7,526
-3,266
346
$491K 0.02%
8,201
+311
347
$489K 0.02%
6,019
+1,154
348
$489K 0.02%
20,027
+3,197
349
$483K 0.02%
10,519
-533
350
$480K 0.02%
69,973
+12,052
12 13
14
15 16