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
251
$1.55M 0.05%
6,078
+43
252
$1.55M 0.05%
11,776
+8,123
253
$1.53M 0.05%
28,268
+23,819
254
$1.52M 0.05%
38,118
+12,676
255
$1.51M 0.05%
18,075
+739
256
$1.51M 0.05%
5,714
+241
257
$1.5M 0.05%
+27,084
258
$1.5M 0.05%
79,752
-12,490
259
$1.48M 0.05%
8,646
-1,687
260
$1.48M 0.05%
19,087
+3,494
261
$1.46M 0.04%
58,271
+909
262
$1.46M 0.04%
36,936
+22,895
263
$1.46M 0.04%
+29,619
264
$1.45M 0.04%
51,437
+2,018
265
$1.45M 0.04%
+27,229
266
$1.45M 0.04%
66,467
-10,210
267
$1.43M 0.04%
20,642
+1,097
268
$1.43M 0.04%
40,107
+7,369
269
$1.41M 0.04%
+129,382
270
$1.41M 0.04%
45,612
-1,719
271
$1.39M 0.04%
22,515
+401
272
$1.38M 0.04%
5,671
-558
273
$1.37M 0.04%
+48,144
274
$1.37M 0.04%
31,819
-5,048
275
$1.36M 0.04%
20,407
+478
9 10
11
12 13