ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$46.4M 2%
381,495
+6,259
2
$41.3M 1.79%
385,274
+4,357
3
$39.5M 1.71%
459,255
+5,546
4
$37.4M 1.62%
493,655
+2,215
5
$37.3M 1.61%
903,686
+25,920
6
$37M 1.6%
1,448,681
-4,184
7
$32.2M 1.39%
690,899
+15,398
8
$31.9M 1.38%
1,363,577
+15,051
9
$30.7M 1.33%
113,623
+1,633
10
$29.1M 1.26%
563,755
+37,355
11
$28.8M 1.24%
1,056,427
+72,582
12
$25.7M 1.11%
218,497
+24,305
13
$25.3M 1.09%
364,177
+23,751
14
$25.2M 1.09%
1,249,082
-111,102
15
$24.9M 1.08%
217,402
+15,807
16
$24.1M 1.04%
659,199
+5,923
17
$24.1M 1.04%
284,326
-1,709
18
$23.7M 1.03%
544,632
+7,584
19
$23.7M 1.02%
303,896
+5,238
20
$23.7M 1.02%
521,066
+33,083
21
$21M 0.91%
964,723
-62,393
22
$19.3M 0.83%
755,419
+179,916
23
$19M 0.82%
219,449
+12,380
24
$18.8M 0.81%
1,288,465
-244,629
25
$18.7M 0.81%
241,541
+15,661
1
2 3 4 5