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
101
$10.2M 0.22%
161,496
-1,103
102
$10.1M 0.22%
58,836
+860
103
$9.84M 0.21%
188,140
-68,460
104
$9.76M 0.21%
86,848
-75
105
$9.52M 0.21%
149,847
+26,814
106
$9.3M 0.2%
58,975
+1,035
107
$9.01M 0.2%
127,719
-475
108
$8.49M 0.19%
138,512
+78
109
$8.39M 0.18%
171,469
+2,893
110
$8.31M 0.18%
66,834
+64,538
111
$8.28M 0.18%
42,169
+91
112
$8.27M 0.18%
120,765
-35,973
113
$8.21M 0.18%
79,224
-401
114
$7.93M 0.17%
116,307
+6
115
$7.72M 0.17%
44,702
-14,328
116
$7.66M 0.17%
152,995
-17,762
117
$7.63M 0.17%
71,139
+2,712
118
$7.56M 0.16%
149,948
+29,696
119
$7.16M 0.16%
190,497
-9,744
120
$7M 0.15%
55,313
+23,607
121
$6.82M 0.15%
228,551
+419
122
$6.8M 0.15%
217,809
+3,437
123
$6.58M 0.14%
1,361,240
+54,800
124
$6.35M 0.14%
+50,278
125
$6.32M 0.14%
191,393
+2,964
3 4
5
6 7