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
526
$296K 0.01%
+4,670
527
$291K 0.01%
+13,329
528
$291K 0.01%
+17,428
529
$291K 0.01%
9,879
-4,188
530
$288K 0.01%
7,753
-360
531
$288K 0.01%
+17,100
532
$284K 0.01%
2,082
-308
533
$284K 0.01%
14,980
+2,328
534
$283K 0.01%
15,702
+2,119
535
$281K 0.01%
+8,052
536
$280K 0.01%
12,464
-745
537
$276K 0.01%
+6,626
538
$276K 0.01%
13,188
539
$273K 0.01%
4,749
+848
540
$273K 0.01%
480
-20
541
$272K 0.01%
3,868
+453
542
$270K 0.01%
19,025
-698
543
$270K 0.01%
20,480
-830
544
$267K 0.01%
3,417
-603
545
$267K 0.01%
7,956
-271
546
$266K 0.01%
15,038
-538
547
$266K 0.01%
+6,244
548
$265K 0.01%
8,548
-317
549
$265K 0.01%
+20,218
550
$264K 0.01%
+5,744
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