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
451
$706K 0.02%
+788
452
$704K 0.02%
14,949
-464
453
$698K 0.02%
49,186
+2,269
454
$684K 0.01%
+15,427
455
$681K 0.01%
13,020
-1,684
456
$670K 0.01%
+4,372
457
$668K 0.01%
7,104
+2,206
458
$653K 0.01%
13,860
+1,437
459
$634K 0.01%
28,302
+8,817
460
$619K 0.01%
7,256
-31,297
461
$590K 0.01%
+15,508
462
$584K 0.01%
+20,147
463
$579K 0.01%
+10,410
464
$559K 0.01%
41,830
+21,924
465
$553K 0.01%
2,941
+14
466
$545K 0.01%
7,342
-27,280
467
$518K 0.01%
437
+113
468
$500K 0.01%
4,515
+1,340
469
$490K 0.01%
50,000
470
$487K 0.01%
4,660
+1,848
471
$455K 0.01%
24,954
-1,296
472
$452K 0.01%
17,182
473
$421K 0.01%
25,230
-1,186
474
$406K 0.01%
+59,037
475
$405K 0.01%
9,123
+1,584
17 18
19
20 21