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
551
$264K 0.01%
4,416
+891
552
$261K 0.01%
18,384
-733
553
$261K 0.01%
20,046
-696
554
$261K 0.01%
13,763
+2,874
555
$261K 0.01%
+4,792
556
$260K 0.01%
12,371
-570
557
$260K 0.01%
12,004
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558
$259K 0.01%
6,984
+1,138
559
$259K 0.01%
12,016
-526
560
$259K 0.01%
+3,076
561
$257K 0.01%
12,038
-6,258
562
$255K 0.01%
9,145
-142
563
$255K 0.01%
2,383
-952
564
$255K 0.01%
5,123
+853
565
$254K 0.01%
21,174
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566
$253K 0.01%
5,841
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567
$253K 0.01%
+4,783
568
$252K 0.01%
+9,159
569
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570
$251K 0.01%
+8,779
571
$249K 0.01%
18,835
-2,886
572
$248K 0.01%
+3,623
573
$245K 0.01%
7,608
-341
574
$244K 0.01%
13,024
+1,461
575
$244K 0.01%
45,770
-1,993
21 22
23
24 25