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
326
$1.46M 0.03%
53,694
+1,467
327
$1.45M 0.03%
34,511
-2,812
328
$1.43M 0.03%
+197,430
329
$1.41M 0.03%
53,748
+7,083
330
$1.4M 0.03%
116,812
+5,471
331
$1.4M 0.03%
23,524
+892
332
$1.4M 0.03%
79,972
+3,366
333
$1.39M 0.03%
+179,804
334
$1.39M 0.03%
+37,553
335
$1.37M 0.03%
6,398
-42
336
$1.36M 0.03%
19,515
-91,924
337
$1.35M 0.03%
+5,033
338
$1.35M 0.03%
+16,465
339
$1.35M 0.03%
20,316
+814
340
$1.35M 0.03%
19,793
+5,862
341
$1.35M 0.03%
20,876
+531
342
$1.34M 0.03%
7,878
+376
343
$1.34M 0.03%
46,616
+10,061
344
$1.33M 0.03%
32,844
+1,303
345
$1.3M 0.03%
+34,684
346
$1.3M 0.03%
19,064
+3,603
347
$1.3M 0.03%
11,338
+682
348
$1.3M 0.03%
26,478
+1,548
349
$1.29M 0.03%
1,130
-212
350
$1.28M 0.03%
+62,897
12 13
14
15 16