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
401
$420K 0.02%
32,355
-1,608
402
$419K 0.02%
12,133
-576
403
$415K 0.02%
19,524
-589
404
$414K 0.02%
18,893
-580
405
$413K 0.02%
11,598
-450
406
$413K 0.02%
+8,855
407
$412K 0.02%
7,779
+3,417
408
$409K 0.02%
5,703
+1,176
409
$408K 0.02%
2,941
-123
410
$407K 0.02%
3,865
-212
411
$406K 0.02%
14,233
-716
412
$406K 0.02%
17,370
+1,222
413
$405K 0.02%
6,912
-384
414
$404K 0.02%
13,749
+4,617
415
$404K 0.02%
34,553
+20,338
416
$403K 0.02%
4,674
-1,346
417
$401K 0.02%
9,955
+1,320
418
$399K 0.02%
+18,348
419
$399K 0.02%
5,947
+1,130
420
$398K 0.02%
12,550
+62
421
$397K 0.02%
41,088
+7,784
422
$397K 0.02%
9,305
-444
423
$396K 0.02%
5,462
+720
424
$396K 0.02%
+8,828
425
$395K 0.02%
5,546
-195
15 16
17
18 19