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
101
$9.12M 0.39%
115,147
+27,732
102
$9.09M 0.39%
269,279
-12,684
103
$9.06M 0.39%
133,536
+17,719
104
$8.98M 0.39%
+123,980
105
$8.96M 0.39%
474,491
-34,597
106
$8.86M 0.38%
392,142
-20,058
107
$8.81M 0.38%
128,009
-7,699
108
$8.79M 0.38%
+137,286
109
$8.33M 0.36%
205,454
-8,005
110
$8.28M 0.36%
361,326
-27,319
111
$8.24M 0.36%
163,054
-10,732
112
$7.79M 0.34%
63,112
-3,830
113
$7.74M 0.33%
+490,270
114
$7.72M 0.33%
122,860
-9,398
115
$7.61M 0.33%
+304,332
116
$7.6M 0.33%
213,427
+14,278
117
$7.57M 0.33%
+84,833
118
$7.56M 0.33%
246,532
-17,306
119
$7.41M 0.32%
+179,215
120
$7.35M 0.32%
80,321
+5,656
121
$7.29M 0.32%
121,506
-8,208
122
$7.23M 0.31%
191,454
+49,527
123
$7.09M 0.31%
158,607
+15,985
124
$6.91M 0.3%
257,120
+47,594
125
$6.74M 0.29%
+187,300
3 4
5
6 7