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
626
$162K 0.01%
+10,249
627
$161K 0.01%
14,235
+2,632
628
$160K 0.01%
+11,593
629
$153K 0.01%
+10,087
630
$151K 0.01%
21,352
+3,855
631
$147K 0.01%
42,059
-3,200
632
$146K 0.01%
16,832
633
$141K 0.01%
+1,027
634
$65K ﹤0.01%
177,647
-6,883
635
– –
-13,431
636
– –
-10,687
637
– –
-12,007
638
– –
-1,372
639
– –
-23,465
640
– –
-6,314
641
– –
-10,287
642
– –
-146,119
643
– –
-15,894
644
– –
-285,209
645
– –
-6,861
646
– –
-16,956
647
– –
-10,873
648
– –
-18,318
649
– –
-30,609
650
– –
-13,568
24 25
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