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
401
$1.02M 0.02%
16,860
+2,745
402
$1.01M 0.02%
+15,880
403
$1.01M 0.02%
11,311
+473
404
$998K 0.02%
+129,230
405
$997K 0.02%
41,713
-11,883
406
$987K 0.02%
19,159
+838
407
$976K 0.02%
3,768
+199
408
$973K 0.02%
78,648
+23,940
409
$970K 0.02%
46,749
+30,584
410
$960K 0.02%
39,530
-2,000
411
$957K 0.02%
+14,407
412
$949K 0.02%
11,441
+2,065
413
$945K 0.02%
31,370
+13,794
414
$945K 0.02%
5,042
-4,569
415
$939K 0.02%
8,473
+226
416
$938K 0.02%
36,327
+489
417
$932K 0.02%
7,390
-982
418
$932K 0.02%
+36,312
419
$929K 0.02%
30,871
-472,663
420
$924K 0.02%
21,270
-419
421
$923K 0.02%
8,089
+1,396
422
$903K 0.02%
7,486
-310,286
423
$902K 0.02%
8,348
-3,199
424
$900K 0.02%
+14,514
425
$896K 0.02%
+11,395
15 16
17
18 19