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
201
$3.01M 0.07%
32,334
+2,100
202
$3M 0.07%
101,269
+2,736
203
$2.93M 0.06%
119,616
+14,830
204
$2.92M 0.06%
80,577
+3,608
205
$2.91M 0.06%
67,393
-40,544
206
$2.83M 0.06%
33,180
+1,335
207
$2.83M 0.06%
18,750
+235
208
$2.81M 0.06%
29,684
-953
209
$2.79M 0.06%
26,537
+10,366
210
$2.78M 0.06%
84,946
+1,688
211
$2.73M 0.06%
42,781
+9,158
212
$2.72M 0.06%
42,950
+512
213
$2.71M 0.06%
46,790
+11,531
214
$2.67M 0.06%
35,632
-20,789
215
$2.64M 0.06%
92,220
+14,996
216
$2.64M 0.06%
80,822
+15,715
217
$2.56M 0.06%
21,474
+517
218
$2.54M 0.06%
12,787
-100
219
$2.51M 0.05%
66,331
-3,017
220
$2.49M 0.05%
20,876
+3,198
221
$2.46M 0.05%
702
-63
222
$2.46M 0.05%
87,007
+36,838
223
$2.46M 0.05%
98,104
-808
224
$2.46M 0.05%
71,436
+7,534
225
$2.46M 0.05%
13,900
+582
7 8
9
10 11