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
376
$1.13M 0.02%
+57,522
377
$1.13M 0.02%
92,439
+236
378
$1.13M 0.02%
24,015
+1,082
379
$1.13M 0.02%
311,642
+9,574
380
$1.13M 0.02%
22,736
+743
381
$1.13M 0.02%
28,194
+5,199
382
$1.11M 0.02%
15,494
-122
383
$1.11M 0.02%
+29,560
384
$1.1M 0.02%
7,053
+1,037
385
$1.1M 0.02%
+29,434
386
$1.08M 0.02%
69,354
+13,924
387
$1.08M 0.02%
+23,025
388
$1.08M 0.02%
+30,715
389
$1.07M 0.02%
+55,889
390
$1.07M 0.02%
16,967
-2,835
391
$1.07M 0.02%
22,946
+5,377
392
$1.07M 0.02%
18,735
-20,074
393
$1.07M 0.02%
+73,037
394
$1.05M 0.02%
+81,759
395
$1.04M 0.02%
81,907
+30,739
396
$1.04M 0.02%
14,805
+951
397
$1.03M 0.02%
43,924
-1,730
398
$1.03M 0.02%
+133,552
399
$1.02M 0.02%
4,340
+233
400
$1.02M 0.02%
49,304
+418
14 15
16
17 18