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
151
$3.51M 0.15%
+47,408
152
$3.46M 0.15%
+73,849
153
$3.44M 0.15%
100,300
+49,734
154
$3.37M 0.15%
141,476
+23,513
155
$3.24M 0.14%
79,546
-3,011
156
$3.15M 0.14%
+36,440
157
$3.11M 0.13%
122,985
-132,043
158
$2.87M 0.12%
+106,048
159
$2.77M 0.12%
43,313
+7,734
160
$2.74M 0.12%
96,923
+1,993
161
$2.65M 0.11%
+192,401
162
$2.59M 0.11%
+185,988
163
$2.5M 0.11%
40,590
-11,670
164
$2.45M 0.11%
40,101
+33,363
165
$2.28M 0.1%
28,233
-10,179
166
$2.19M 0.09%
53,859
+1,622
167
$2.18M 0.09%
32,186
+10,133
168
$2.17M 0.09%
34,248
+1,093
169
$2.16M 0.09%
70,772
+11,836
170
$2.13M 0.09%
28,288
+8,055
171
$2.09M 0.09%
26,807
-9,108
172
$2.07M 0.09%
62,445
-7,461
173
$2.06M 0.09%
161,020
+98
174
$2.06M 0.09%
83,087
-1,969
175
$2.03M 0.09%
27,558
-7,998
5 6
7
8 9