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
176
$3.75M 0.08%
118,044
+2,088
177
$3.64M 0.08%
64,697
+5,958
178
$3.63M 0.08%
25,419
+570
179
$3.62M 0.08%
46,750
+6,063
180
$3.54M 0.08%
+80,102
181
$3.52M 0.08%
40,521
+4,991
182
$3.51M 0.08%
83,980
+1,669
183
$3.48M 0.08%
38,260
-6,501
184
$3.44M 0.07%
+32,743
185
$3.33M 0.07%
87,055
+16,033
186
$3.33M 0.07%
68,633
+3,888
187
$3.28M 0.07%
249,602
+62,005
188
$3.26M 0.07%
+5,997
189
$3.25M 0.07%
58,826
+44,301
190
$3.24M 0.07%
+34,448
191
$3.23M 0.07%
93,342
+76
192
$3.22M 0.07%
37,054
+1,464
193
$3.21M 0.07%
40,792
+4,630
194
$3.2M 0.07%
35,693
+12,117
195
$3.17M 0.07%
89,156
+1,639
196
$3.14M 0.07%
+10,634
197
$3.12M 0.07%
32,352
+5,565
198
$3.11M 0.07%
19,944
199
$3.07M 0.07%
82,347
-1,275
200
$3.07M 0.07%
28,556
+5,153
6 7
8
9 10