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 9.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.36M 0.04%
49,103
-2,603
277
$1.34M 0.04%
50,826
+38,394
278
$1.34M 0.04%
49,551
-13,267
279
$1.33M 0.04%
19,974
+9,648
280
$1.32M 0.04%
67,790
+8,618
281
$1.3M 0.04%
12,597
+540
282
$1.28M 0.04%
17,214
-2,133
283
$1.27M 0.04%
11,613
-3,732
284
$1.26M 0.04%
37,176
+1,913
285
$1.23M 0.04%
63,988
-86,180
286
$1.22M 0.04%
12,025
+8,155
287
$1.21M 0.04%
46,711
+5,110
288
$1.21M 0.04%
1,029,440
-144,240
289
$1.2M 0.04%
18,944
-835
290
$1.19M 0.04%
17,443
+12,623
291
$1.18M 0.04%
8,616
-305
292
$1.17M 0.04%
+7,668
293
$1.16M 0.04%
17,717
+670
294
$1.15M 0.04%
41,085
-62,216
295
$1.15M 0.03%
13,338
-2,967
296
$1.14M 0.03%
19,091
-9,851
297
$1.12M 0.03%
55,657
-37,043
298
$1.12M 0.03%
21,525
-22,833
299
$1.12M 0.03%
+100,146
300
$1.11M 0.03%
+17,002
10 11
12
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