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
51
$13.8M 0.59%
197,469
-10,896
52
$13.7M 0.59%
161,974
+18,465
53
$13.3M 0.58%
345,062
-35,478
54
$13.1M 0.57%
410,842
+26,807
55
$12.9M 0.56%
392,033
+25,738
56
$12.7M 0.55%
323,312
+23,888
57
$12.6M 0.55%
137,972
-7,572
58
$12.6M 0.54%
808,032
-18,724
59
$12.6M 0.54%
392,889
-23,849
60
$12.5M 0.54%
193,674
-11,808
61
$12.5M 0.54%
285,571
+18,511
62
$12.4M 0.54%
134,018
-12,556
63
$12.4M 0.54%
360,787
+21,590
64
$12.4M 0.53%
437,010
+116,963
65
$12.3M 0.53%
228,353
+14,402
66
$12.3M 0.53%
521,413
+43,148
67
$12.2M 0.53%
95,388
+11,376
68
$12.2M 0.53%
184,910
+11,855
69
$12M 0.52%
190,120
-9,473
70
$11.9M 0.52%
505,729
-195,652
71
$11.9M 0.52%
223,998
-8,301
72
$11.9M 0.52%
106,484
-8,063
73
$11.6M 0.5%
215,888
+13,682
74
$11.4M 0.49%
136,486
-5,110
75
$11.3M 0.49%
233,596
-13,683
1 2
3
4 5