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
426
$394K 0.02%
3,354
-1,329
427
$394K 0.02%
7,880
-276
428
$392K 0.02%
55,933
+18,818
429
$392K 0.02%
12,574
-1,518
430
$391K 0.02%
25,260
+10,978
431
$390K 0.02%
6,157
+1,067
432
$388K 0.02%
13,392
-484
433
$387K 0.02%
5,931
-359
434
$384K 0.02%
+6,465
435
$383K 0.02%
+9,764
436
$382K 0.02%
14,917
+2,051
437
$380K 0.02%
4,852
-2,245
438
$380K 0.02%
12,593
-21,587
439
$379K 0.02%
5,697
+1,056
440
$378K 0.02%
14,058
+195
441
$378K 0.02%
16,088
-854
442
$375K 0.02%
13,609
-765
443
$375K 0.02%
+12,462
444
$375K 0.02%
5,925
-233
445
$375K 0.02%
12,610
-424
446
$375K 0.02%
3,409
-27
447
$375K 0.02%
27,959
+13,955
448
$374K 0.02%
15,813
-539
449
$373K 0.02%
+12,576
450
$372K 0.02%
9,983
+2,552
16 17
18
19 20