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
126
$6.68M 0.29%
42,241
-2,429
127
$6.57M 0.28%
151,798
-136,547
128
$6.55M 0.28%
87,918
-4,882
129
$6.5M 0.28%
74,396
-4,609
130
$6.35M 0.27%
63,825
-6,894
131
$6.25M 0.27%
224,616
+22,015
132
$6.25M 0.27%
43,385
-37,921
133
$6.25M 0.27%
65,234
+57,724
134
$6.19M 0.27%
120,139
-7,137
135
$6.09M 0.26%
476,012
-27,904
136
$6.07M 0.26%
194,048
+7,798
137
$6.07M 0.26%
69,096
-3,652
138
$5.91M 0.26%
402,759
+27,092
139
$5.69M 0.25%
202,454
-16,073
140
$5.59M 0.24%
103,565
-6,170
141
$4.83M 0.21%
95,426
-123,550
142
$4.8M 0.21%
45,808
-888
143
$4.55M 0.2%
+59,000
144
$4.39M 0.19%
216,298
-16,366
145
$4.37M 0.19%
155,090
-17,114
146
$4.37M 0.19%
+56,641
147
$4.13M 0.18%
242,480
-41,412
148
$3.87M 0.17%
93,779
-6,882
149
$3.81M 0.16%
220,217
-15,289
150
$3.54M 0.15%
127,111
+66,124
4 5
6
7 8