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
476
$345K 0.01%
21,421
-936
477
$343K 0.01%
+50,565
478
$343K 0.01%
11,131
+3,138
479
$341K 0.01%
+55,022
480
$340K 0.01%
6,007
-2,974
481
$337K 0.01%
8,446
+1,081
482
$336K 0.01%
+19,860
483
$333K 0.01%
40,262
-1,457
484
$332K 0.01%
9,476
+1,524
485
$331K 0.01%
17,041
-746
486
$331K 0.01%
12,766
+2,158
487
$330K 0.01%
20,284
-717
488
$329K 0.01%
2,834
+611
489
$328K 0.01%
+2,255
490
$328K 0.01%
+12,930
491
$327K 0.01%
20,158
-1,479
492
$325K 0.01%
+36,553
493
$324K 0.01%
14,855
-522
494
$323K 0.01%
19,733
-693
495
$321K 0.01%
15,133
+2,121
496
$320K 0.01%
8,833
-334
497
$319K 0.01%
6,843
+877
498
$318K 0.01%
+8,073
499
$316K 0.01%
11,807
-470
500
$316K 0.01%
6,761
-130
18 19
20
21 22