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
501
$257K 0.01%
3,356
-4,091
502
$255K 0.01%
2,603
-27,108
503
$253K 0.01%
6,578
-252
504
$251K 0.01%
1,236
-150
505
$248K 0.01%
7,471
-51,004
506
$247K 0.01%
+12,453
507
$247K 0.01%
+6,518
508
$244K 0.01%
8,606
-68,020
509
$244K 0.01%
3,170
510
$243K 0.01%
+6,236
511
$237K 0.01%
+107,111
512
$232K 0.01%
+1,213
513
$231K 0.01%
5,277
-369
514
$229K 0.01%
1,267
-163
515
$226K ﹤0.01%
25,584
-3,928
516
$226K ﹤0.01%
+1,174
517
$222K ﹤0.01%
+5,800
518
$220K ﹤0.01%
+1,305
519
$216K ﹤0.01%
5,522
-137
520
$213K ﹤0.01%
+1,242
521
$212K ﹤0.01%
+1,604
522
$208K ﹤0.01%
+678
523
$207K ﹤0.01%
+2,226
524
$206K ﹤0.01%
+2,384
525
$205K ﹤0.01%
+10,904
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