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
76
$16.1M 0.35%
355,549
+233
77
$16M 0.35%
111,583
-39,956
78
$15.6M 0.34%
171,075
+1,053
79
$15.1M 0.33%
1,731,915
-870
80
$14.5M 0.32%
145,902
+59,599
81
$14M 0.3%
243,326
-1,509
82
$13.7M 0.3%
201,246
+3,588
83
$13.7M 0.3%
229,031
+3,498
84
$13.5M 0.29%
146,630
+1,032
85
$13.4M 0.29%
117,638
-11
86
$12.8M 0.28%
492,603
-13,837
87
$12.3M 0.27%
163,407
-433
88
$12.3M 0.27%
77,925
+1,734
89
$12.2M 0.27%
113,841
-7,294
90
$12M 0.26%
37,637
-137
91
$11.9M 0.26%
314,793
+74
92
$11.8M 0.26%
642,290
-317,430
93
$11.6M 0.25%
183,901
+16,593
94
$11.5M 0.25%
74,868
+42,039
95
$11.5M 0.25%
169,458
-687
96
$11.1M 0.24%
252,290
-4,828
97
$11M 0.24%
135,784
+100,676
98
$10.3M 0.23%
96,451
+80
99
$10.3M 0.22%
115,588
-364
100
$10.2M 0.22%
89,890
-33,111
2 3
4
5 6