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
526
$203K ﹤0.01%
+7,379
527
$202K ﹤0.01%
+1,427
528
$202K ﹤0.01%
+1,632
529
$202K ﹤0.01%
+4,212
530
$201K ﹤0.01%
1,388
-310,144
531
$201K ﹤0.01%
+3,175
532
$193K ﹤0.01%
+951
533
$174K ﹤0.01%
+10,212
534
$158K ﹤0.01%
+11,721
535
$156K ﹤0.01%
+3,284
536
$155K ﹤0.01%
+13,467
537
$154K ﹤0.01%
12,140
-1,352
538
$152K ﹤0.01%
20,127
-2,240
539
$150K ﹤0.01%
+12,959
540
$149K ﹤0.01%
15,518
-1,662
541
$135K ﹤0.01%
+30,248
542
$134K ﹤0.01%
12,100
-1,340
543
$131K ﹤0.01%
+17,359
544
$131K ﹤0.01%
+3,485
545
$130K ﹤0.01%
+3,086
546
$129K ﹤0.01%
13,735
-1,530
547
$127K ﹤0.01%
+1,744
548
$127K ﹤0.01%
+13,021
549
$127K ﹤0.01%
159,783
-329
550
$126K ﹤0.01%
19,594
-2,180
20 21
22
23 24