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
26
$18.4M 0.8%
205,466
+14,182
27
$18.1M 0.78%
239,568
+74,500
28
$18M 0.78%
1,025,366
+67,595
29
$17.7M 0.77%
784,978
+101,228
30
$17.1M 0.74%
187,462
+12,767
31
$16.5M 0.71%
129,314
+9,131
32
$16.2M 0.7%
183,495
+78,117
33
$16.2M 0.7%
463,871
-26,267
34
$15.8M 0.68%
474,974
+27,065
35
$15.8M 0.68%
313,746
+18,339
36
$15.7M 0.68%
275,471
+12,759
37
$15.6M 0.67%
326,319
+74,302
38
$15.5M 0.67%
458,553
+30,915
39
$15.4M 0.67%
369,123
+25,018
40
$15.3M 0.66%
493,646
+32,672
41
$14.9M 0.64%
130,950
-6,106
42
$14.5M 0.63%
167,006
-8,875
43
$14.4M 0.62%
421,794
+32,432
44
$14.3M 0.62%
80,818
-8,598
45
$14.1M 0.61%
270,453
+17,759
46
$14.1M 0.61%
160,731
+10,485
47
$13.9M 0.6%
220,852
-3,436
48
$13.9M 0.6%
148,159
+9,964
49
$13.8M 0.6%
588,965
-90,932
50
$13.8M 0.59%
373,314
+139,548
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