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
351
$479K 0.02%
18,391
-755
352
$474K 0.02%
9,241
-480
353
$474K 0.02%
10,916
-538
354
$473K 0.02%
+17,642
355
$472K 0.02%
7,896
-368
356
$471K 0.02%
8,392
+1,684
357
$469K 0.02%
20,052
+3,033
358
$469K 0.02%
30,933
-1,636
359
$467K 0.02%
11,658
+3,958
360
$464K 0.02%
18,230
+8,560
361
$462K 0.02%
8,747
-4,401
362
$462K 0.02%
8,974
+1,694
363
$462K 0.02%
22,587
-837
364
$456K 0.02%
18,588
+6,904
365
$456K 0.02%
7,937
-380
366
$455K 0.02%
+6,923
367
$455K 0.02%
8,843
+1,422
368
$454K 0.02%
5,247
+27
369
$453K 0.02%
35,755
-1,692
370
$453K 0.02%
24,652
+12,915
371
$452K 0.02%
6,195
+702
372
$451K 0.02%
+31,693
373
$451K 0.02%
24,460
+3,264
374
$450K 0.02%
+3,922
375
$449K 0.02%
8,988
+3,988
13 14
15
16 17