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
576
$240K 0.01%
3,025
-104
577
$239K 0.01%
+4,931
578
$236K 0.01%
19,749
+3,820
579
$235K 0.01%
7,244
-2,296
580
$233K 0.01%
12,971
+2,023
581
$233K 0.01%
+6,504
582
$233K 0.01%
29,769
+6,716
583
$232K 0.01%
+4,417
584
$231K 0.01%
40,873
+5,923
585
$230K 0.01%
20,266
-4,757
586
$226K 0.01%
+4,896
587
$226K 0.01%
+26,520
588
$224K 0.01%
+9,321
589
$224K 0.01%
17,392
-834
590
$223K 0.01%
+1,936
591
$223K 0.01%
+18,855
592
$222K 0.01%
+7,752
593
$221K 0.01%
21,253
-864
594
$221K 0.01%
10,000
-7,700
595
$221K 0.01%
+2,125
596
$220K 0.01%
+7,232
597
$219K 0.01%
+2,490
598
$219K 0.01%
+9,195
599
$219K 0.01%
45,351
+22,042
600
$218K 0.01%
+16,923
22 23
24
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