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
551
$124K ﹤0.01%
11,204
-1,293
552
$116K ﹤0.01%
+13,435
553
$110K ﹤0.01%
543
-60
554
$107K ﹤0.01%
1,676
+10
555
$103K ﹤0.01%
+15,418
556
$89K ﹤0.01%
21,597
-2,400
557
$71K ﹤0.01%
7,660
-557
558
$65K ﹤0.01%
7,478
-18
559
$35K ﹤0.01%
821
560
– –
0
561
$22K ﹤0.01%
20,200
562
$19K ﹤0.01%
+769
563
$14K ﹤0.01%
10,000
564
– –
-13,569
565
– –
-33,730
566
– –
-117,545
567
– –
-29,971
568
– –
-4,256
569
– –
-7,408
570
– –
-68,862
571
– –
-16,311
572
– –
-23,963
573
– –
-5,121
574
– –
-17,617
575
– –
-22,940
21 22
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