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
501
$316K 0.01%
20,617
-767
502
$315K 0.01%
8,254
-304
503
$315K 0.01%
919
-34
504
$314K 0.01%
13,006
+2,836
505
$314K 0.01%
11,572
-446
506
$313K 0.01%
18,596
-1,976
507
$313K 0.01%
9,851
-4,188
508
$310K 0.01%
8,114
-302
509
$308K 0.01%
15,845
-580
510
$308K 0.01%
10,326
-374
511
$308K 0.01%
5,992
-213
512
$307K 0.01%
+4,257
513
$305K 0.01%
+3,267
514
$305K 0.01%
6,614
+782
515
$305K 0.01%
17,070
-616
516
$305K 0.01%
5,706
+973
517
$305K 0.01%
19,496
-1,040
518
$304K 0.01%
+18,090
519
$304K 0.01%
18,101
-633
520
$303K 0.01%
+20,727
521
$300K 0.01%
+6,228
522
$299K 0.01%
5,972
+925
523
$299K 0.01%
18,299
+3,176
524
$298K 0.01%
16,115
-721
525
$297K 0.01%
+7,780
19 20
21
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