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
$3.28B
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
785
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$15M
3
+$9.38M
4
CHD icon
Church & Dwight Co
CHD
+$8.93M
5
CXT icon
Crane NXT
CXT
+$8.44M

Top Sells

1
+$15.2M
2
+$14.7M
3
+$14.5M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$8.01M
5
UAL icon
United Airlines
UAL
+$7.42M

Sector Composition

1 Financials 16.56%
2 Technology 12.84%
3 Healthcare 12.34%
4 Industrials 11.4%
5 Consumer Staples 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.78M 0.05%
27,122
+3,293
227
$1.77M 0.05%
61,219
-7,290
228
$1.77M 0.05%
+103,824
229
$1.76M 0.05%
73,903
-19,581
230
$1.75M 0.05%
17,196
+2,239
231
$1.74M 0.05%
74,931
-3,972
232
$1.73M 0.05%
19,148
-3,510
233
$1.72M 0.05%
71,842
+12,140
234
$1.7M 0.05%
39,281
-2,035
235
$1.7M 0.05%
25,741
+498
236
$1.7M 0.05%
60,441
-43,200
237
$1.7M 0.05%
52,186
+2,120
238
$1.69M 0.05%
48,502
-3,142
239
$1.69M 0.05%
+130,798
240
$1.67M 0.05%
+45,390
241
$1.66M 0.05%
23,802
-1,641
242
$1.66M 0.05%
77,997
+21,636
243
$1.65M 0.05%
53,208
+32,335
244
$1.65M 0.05%
42,766
+2,726
245
$1.65M 0.05%
121,663
+5,908
246
$1.64M 0.05%
74,555
-2,101
247
$1.63M 0.05%
16,052
-2,641
248
$1.62M 0.05%
45,172
+21,923
249
$1.59M 0.05%
+34,224
250
$1.59M 0.05%
36,951
+5,493
8 9
10
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