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
476
$403K 0.01%
+9,573
477
$388K 0.01%
47,563
-4,741
478
$384K 0.01%
5,407
+2,190
479
$379K 0.01%
6,199
-9,774
480
$371K 0.01%
2,371
-1,514
481
$366K 0.01%
20,600
-14
482
$365K 0.01%
5,467
-22
483
$345K 0.01%
22,127
-55,147
484
$337K 0.01%
+25,182
485
$326K 0.01%
9,176
+1,599
486
$304K 0.01%
17,136
-1,059
487
$301K 0.01%
5,766
-20,256
488
$292K 0.01%
3,496
-394,937
489
$292K 0.01%
11,134
-635
490
$287K 0.01%
1,452
-19,204
491
$280K 0.01%
+10,192
492
$278K 0.01%
2,664
+622
493
$277K 0.01%
6,401
-467
494
$275K 0.01%
+20,426
495
$272K 0.01%
1,107
-7
496
$269K 0.01%
+15,404
497
$267K 0.01%
+1,689
498
$266K 0.01%
3,309
-29,506
499
$262K 0.01%
+29,150
500
$257K 0.01%
2,010
-2,996
18 19
20
21 22