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
451
$372K 0.02%
13,951
+4,696
452
$372K 0.02%
202
+24
453
$371K 0.02%
4,310
+784
454
$371K 0.02%
6,162
+1,900
455
$370K 0.02%
15,332
+1,131
456
$370K 0.02%
+7,818
457
$370K 0.02%
+8,124
458
$369K 0.02%
+14,100
459
$368K 0.02%
9,899
-307
460
$367K 0.02%
16,953
-628
461
$362K 0.02%
8,576
+1,403
462
$356K 0.02%
19,752
+3,522
463
$356K 0.02%
10,362
-1,028
464
$356K 0.02%
5,000
-166
465
$355K 0.02%
18,950
-705
466
$355K 0.02%
9,154
+919
467
$354K 0.02%
+71,503
468
$353K 0.02%
21,021
-5,238
469
$352K 0.02%
+21,576
470
$351K 0.02%
25,927
-716
471
$351K 0.02%
38,739
-1,427
472
$350K 0.02%
7,758
-11,274
473
$349K 0.02%
5,604
+1,021
474
$348K 0.02%
4,359
+654
475
$346K 0.02%
26,812
+10,200
17 18
19
20 21