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
126
$6.27M 0.14%
46,177
+1,609
127
$6.21M 0.14%
221,308
-126
128
$6.19M 0.14%
121,482
+5,749
129
$6.19M 0.14%
151,028
-194
130
$5.9M 0.13%
431,568
-1,284
131
$5.89M 0.13%
164,452
+4,140
132
$5.85M 0.13%
+40,759
133
$5.83M 0.13%
428,032
+285,500
134
$5.81M 0.13%
51,312
-24,918
135
$5.81M 0.13%
100,298
+2,397
136
$5.55M 0.12%
128,940
+33,528
137
$5.51M 0.12%
60,503
+11,272
138
$5.36M 0.12%
83,255
-906
139
$5.29M 0.12%
59,394
-2,145
140
$5.21M 0.11%
34,399
+910
141
$5.16M 0.11%
61,225
+15,847
142
$5.13M 0.11%
123,117
-5,537
143
$5.09M 0.11%
25,326
+17,078
144
$5.07M 0.11%
264,785
+130
145
$5.06M 0.11%
241,941
-89,913
146
$4.94M 0.11%
36,055
-17,076
147
$4.92M 0.11%
36,258
-12
148
$4.91M 0.11%
29,411
+356
149
$4.9M 0.11%
74,201
+12,059
150
$4.86M 0.11%
95,026
+41,122
4 5
6
7 8