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
26
$48.3M 1.05%
611,879
+5,023
27
$47.6M 1.04%
273,452
+4,573
28
$46.9M 1.02%
2,230,174
+22,672
29
$43M 0.94%
937,685
+67,939
30
$41M 0.89%
765,585
+11,916
31
$40.6M 0.89%
925,936
+23,646
32
$40.3M 0.88%
+245,343
33
$39.7M 0.87%
+1,413,540
34
$39.5M 0.86%
491,618
+7,386
35
$39.4M 0.86%
536,206
+8,265
36
$39.4M 0.86%
778,670
+14,215
37
$39M 0.85%
544,382
-56,503
38
$39M 0.85%
3,120,371
+3,103,226
39
$38.2M 0.83%
903,188
+10,660
40
$38.1M 0.83%
+681,213
41
$36.9M 0.8%
334,302
+5,932
42
$35.7M 0.78%
541,499
+9,647
43
$35.2M 0.77%
348,103
+6,074
44
$34.1M 0.74%
236,229
+4,750
45
$33.9M 0.74%
536,467
+8,842
46
$33.1M 0.72%
516,979
+5,655
47
$32.5M 0.71%
184,089
-10,554
48
$31.9M 0.69%
144,469
+546
49
$31.6M 0.69%
634,478
+9,122
50
$30.9M 0.67%
503,545
+9,416
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