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
376
$447K 0.02%
8,542
-294
377
$447K 0.02%
16,012
-574
378
$447K 0.02%
13,356
+1,632
379
$446K 0.02%
19,989
-993
380
$444K 0.02%
26,970
-1,372
381
$444K 0.02%
10,130
+1,843
382
$444K 0.02%
15,368
+754
383
$442K 0.02%
32,124
+12,833
384
$440K 0.02%
28,009
-1,402
385
$436K 0.02%
20,383
-999
386
$434K 0.02%
11,339
-390
387
$434K 0.02%
23,900
+9,856
388
$431K 0.02%
11,378
-9,580
389
$431K 0.02%
19,596
-824
390
$430K 0.02%
14,996
+5,076
391
$430K 0.02%
12,717
-711
392
$429K 0.02%
24,484
-1,383
393
$428K 0.02%
39,604
+5,845
394
$427K 0.02%
4,638
-1,810
395
$427K 0.02%
18,904
-592
396
$424K 0.02%
17,640
+8,061
397
$423K 0.02%
37,350
-1,572
398
$421K 0.02%
33,078
-1,623
399
$420K 0.02%
7,725
-385
400
$420K 0.02%
11,168
-671
14 15
16
17 18