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
301
$1.1M 0.03%
+13,563
302
$1.1M 0.03%
43,935
-8,496
303
$1.1M 0.03%
+23,952
304
$1.09M 0.03%
129,600
-6,870
305
$1.08M 0.03%
24,984
+6,617
306
$1.08M 0.03%
+51,901
307
$1.07M 0.03%
12,118
-45,086
308
$1.07M 0.03%
39,986
-300,481
309
$1.06M 0.03%
+17,360
310
$1.05M 0.03%
15,277
+339
311
$1.04M 0.03%
80,514
-4,170
312
$1.04M 0.03%
+8,809
313
$1.04M 0.03%
+44,024
314
$1.04M 0.03%
+37,487
315
$1.02M 0.03%
12,594
-643
316
$1.02M 0.03%
+19,841
317
$1.01M 0.03%
56,104
+1,265
318
$1.01M 0.03%
+23,485
319
$1.01M 0.03%
53,125
+2,420
320
$1M 0.03%
27,027
-3,998
321
$981K 0.03%
+35,785
322
$975K 0.03%
95,532
+16,935
323
$974K 0.03%
+18,913
324
$971K 0.03%
24,324
+427
325
$971K 0.03%
100,903
+76,243
11 12
13
14 15