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
351
$1.28M 0.03%
54,571
+6,533
352
$1.27M 0.03%
+24,957
353
$1.27M 0.03%
119,017
+19,590
354
$1.25M 0.03%
57,781
+6,841
355
$1.25M 0.03%
28,818
+3,234
356
$1.25M 0.03%
23,244
+8,721
357
$1.22M 0.03%
53,330
+35,698
358
$1.21M 0.03%
48,785
+544
359
$1.21M 0.03%
25,615
+888
360
$1.21M 0.03%
81,936
+17,712
361
$1.2M 0.03%
55,901
+42,558
362
$1.2M 0.03%
42,181
+18,048
363
$1.19M 0.03%
31,453
+11,779
364
$1.19M 0.03%
130,268
+13,619
365
$1.16M 0.03%
83,398
+30,823
366
$1.16M 0.03%
25,575
+6,160
367
$1.16M 0.03%
26,160
+1,273
368
$1.15M 0.03%
+1,935
369
$1.15M 0.03%
17,264
-269
370
$1.15M 0.03%
5,118
-985
371
$1.14M 0.02%
28,622
+1,236
372
$1.14M 0.02%
23,824
-2,919
373
$1.14M 0.02%
23,756
+430
374
$1.13M 0.02%
13,276
-766
375
$1.13M 0.02%
24,878
-3,176
13 14
15
16 17