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
76
$11.2M 0.49%
144,622
+3,644
77
$10.9M 0.47%
228,361
-12,436
78
$10.9M 0.47%
184,323
-10,655
79
$10.9M 0.47%
174,580
-10,442
80
$10.8M 0.47%
103,464
-18,147
81
$10.7M 0.46%
134,990
-11,610
82
$10.7M 0.46%
265,601
-104,213
83
$10.6M 0.46%
384,071
-35,471
84
$10.5M 0.46%
427,671
+113,682
85
$10.5M 0.45%
242,755
+15,287
86
$10.5M 0.45%
115,846
-35,954
87
$10.2M 0.44%
219,308
+14,276
88
$10.2M 0.44%
475,136
+30,535
89
$10.1M 0.44%
147,198
+9,439
90
$9.99M 0.43%
177,649
-13,259
91
$9.97M 0.43%
131,995
-6,100
92
$9.93M 0.43%
147,560
-15,632
93
$9.9M 0.43%
181,309
-7,210
94
$9.87M 0.43%
249,637
-23,658
95
$9.78M 0.42%
1,000,515
-56,547
96
$9.69M 0.42%
135,441
+128,342
97
$9.56M 0.41%
1,867,710
-99,770
98
$9.52M 0.41%
262,922
+17,053
99
$9.42M 0.41%
158,286
+68,885
100
$9.33M 0.4%
312,757
+20,454
2 3
4
5 6