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
51
$28.7M 0.63%
89,508
+1,795
52
$28.5M 0.62%
780,099
+10,345
53
$28.4M 0.62%
659,160
+11,856
54
$26.6M 0.58%
395,182
-12,301
55
$26.5M 0.58%
359,144
-754
56
$23.6M 0.51%
1,234,187
+15,218
57
$23.6M 0.51%
429,483
+7,195
58
$23.5M 0.51%
445,860
-20,020
59
$23.5M 0.51%
195,792
+2
60
$22.9M 0.5%
751,134
-17,679
61
$22.7M 0.5%
325,945
+6,304
62
$22.4M 0.49%
533,910
-1,423
63
$21.6M 0.47%
368,960
-13,080
64
$21M 0.46%
173,160
+4,540
65
$20.4M 0.44%
690,093
-5,696
66
$20.2M 0.44%
75,696
+19,314
67
$20.1M 0.44%
137,190
+1,482
68
$19.9M 0.43%
235,678
+4,349
69
$19.7M 0.43%
305,464
+70
70
$19.1M 0.42%
129,787
+1,434
71
$17.9M 0.39%
213,735
-17,311
72
$17.4M 0.38%
422,935
-58,743
73
$16.4M 0.36%
290,838
-1,857
74
$16.3M 0.36%
65,350
+465
75
$16.3M 0.36%
86,783
-26
1 2
3
4 5