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
601
$218K 0.01%
12,371
+155
602
$217K 0.01%
+1,957
603
$217K 0.01%
+10,718
604
$217K 0.01%
49,765
-2,269
605
$216K 0.01%
+2,784
606
$216K 0.01%
+7,233
607
$215K 0.01%
+3,587
608
$214K 0.01%
+9,061
609
$214K 0.01%
+3,493
610
$211K 0.01%
+4,795
611
$210K 0.01%
+1,922
612
$210K 0.01%
+2,260
613
$207K 0.01%
+6,170
614
$207K 0.01%
+11,051
615
$205K 0.01%
+3,548
616
$204K 0.01%
19,332
-1,079
617
$202K 0.01%
9,362
-333,884
618
$201K 0.01%
11,279
-455
619
$201K 0.01%
+14,334
620
$193K 0.01%
27,424
+11,836
621
$184K 0.01%
25,132
+5,347
622
$181K 0.01%
+12,004
623
$175K 0.01%
12,771
+2,370
624
$174K 0.01%
3,750
+838
625
$166K 0.01%
+12,554
23 24
25
26 27