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
176
$2.02M 0.09%
33,857
+612
177
$1.99M 0.09%
26,063
+1,296
178
$1.97M 0.09%
29,240
+6,710
179
$1.86M 0.08%
90,119
-2,632
180
$1.85M 0.08%
24,525
+17,897
181
$1.82M 0.08%
25,946
+973
182
$1.79M 0.08%
29,752
+21,198
183
$1.77M 0.08%
88,160
-72,090
184
$1.72M 0.07%
53,306
+2,445
185
$1.68M 0.07%
109,328
+54,235
186
$1.67M 0.07%
26,314
+367
187
$1.55M 0.07%
32,432
-12,740
188
$1.53M 0.07%
55,791
+2,306
189
$1.51M 0.07%
45,401
-3,201
190
$1.48M 0.06%
28,984
+7,505
191
$1.45M 0.06%
6,007
-11
192
$1.42M 0.06%
49,572
+14,487
193
$1.42M 0.06%
13,029
+174
194
$1.41M 0.06%
+16,684
195
$1.41M 0.06%
27,122
+6,559
196
$1.4M 0.06%
15,618
+11,691
197
$1.4M 0.06%
91,025
-27,885
198
$1.38M 0.06%
13,194
+713
199
$1.36M 0.06%
28,237
-6,075
200
$1.33M 0.06%
29,488
+645
6 7
8
9 10