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
201
$1.33M 0.06%
+29,770
202
$1.31M 0.06%
26,330
+2,780
203
$1.31M 0.06%
49,192
-30,314
204
$1.31M 0.06%
33,024
+611
205
$1.3M 0.06%
17,827
-206
206
$1.3M 0.06%
34,778
+402
207
$1.3M 0.06%
27,038
+1,078
208
$1.28M 0.06%
22,480
+374
209
$1.27M 0.05%
14,927
-3,085
210
$1.26M 0.05%
66,825
+1,350
211
$1.25M 0.05%
30,248
-2,942
212
$1.23M 0.05%
22,608
+2,540
213
$1.22M 0.05%
37,136
+12,242
214
$1.22M 0.05%
21,525
+2,285
215
$1.21M 0.05%
+24,093
216
$1.21M 0.05%
36,432
+6,514
217
$1.18M 0.05%
33,235
+4,757
218
$1.17M 0.05%
28,679
+3,844
219
$1.16M 0.05%
15,539
+7,978
220
$1.14M 0.05%
70,284
+6,276
221
$1.14M 0.05%
+35,125
222
$1.13M 0.05%
+18,243
223
$1.1M 0.05%
44,709
+3,927
224
$1.1M 0.05%
29,126
-8,827
225
$1.09M 0.05%
24,228
+3,787
7 8
9
10 11