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
151
$4.85M 0.11%
25,525
-1,053
152
$4.8M 0.1%
37,510
-6,536
153
$4.75M 0.1%
62,091
+96
154
$4.67M 0.1%
26,635
+3,438
155
$4.66M 0.1%
+128,817
156
$4.64M 0.1%
61,241
+20,481
157
$4.64M 0.1%
119,544
+31,392
158
$4.52M 0.1%
261,038
+119,308
159
$4.47M 0.1%
21,039
+280
160
$4.46M 0.1%
79,219
-59,155
161
$4.46M 0.1%
27,518
+9,007
162
$4.44M 0.1%
20,882
-350
163
$4.43M 0.1%
172,751
+286
164
$4.33M 0.09%
142,196
+16,382
165
$4.22M 0.09%
299,278
+109,022
166
$4.22M 0.09%
34,692
+28,554
167
$4.21M 0.09%
56,195
+2,603
168
$4.17M 0.09%
+125,361
169
$4.16M 0.09%
195,273
+77,573
170
$4.11M 0.09%
22,058
+651
171
$4.09M 0.09%
40,790
+1,219
172
$3.99M 0.09%
77,981
+1,152
173
$3.88M 0.08%
67,608
+29,358
174
$3.86M 0.08%
166,629
+4,461
175
$3.82M 0.08%
46,457
-901
5 6
7
8 9