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
426
$887K 0.02%
70,810
+24,724
427
$884K 0.02%
+16,988
428
$880K 0.02%
+18,945
429
$873K 0.02%
+10,635
430
$865K 0.02%
8,064
+495
431
$861K 0.02%
21,691
+895
432
$857K 0.02%
14,382
+396
433
$839K 0.02%
19,995
-1,941
434
$833K 0.02%
+18,601
435
$833K 0.02%
+40,004
436
$823K 0.02%
30,187
+643
437
$818K 0.02%
33,858
-1,488
438
$813K 0.02%
5,511
+1,067
439
$812K 0.02%
16,839
-1,235
440
$804K 0.02%
145,705
+1,979
441
$797K 0.02%
+71,794
442
$791K 0.02%
5,766
+204
443
$778K 0.02%
31,616
+1,676
444
$767K 0.02%
+14,968
445
$758K 0.02%
11,236
-5,407
446
$746K 0.02%
14,189
-2,809
447
$745K 0.02%
+19,492
448
$740K 0.02%
43,391
-10,558
449
$738K 0.02%
+4,167
450
$713K 0.02%
13,117
+2,124
16 17
18
19 20