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
326
$970K 0.03%
14,709
-3,764
327
$968K 0.03%
+62,459
328
$961K 0.03%
+53,562
329
$958K 0.03%
18,247
+3,417
330
$957K 0.03%
118,004
+28,346
331
$954K 0.03%
7,926
+314
332
$950K 0.03%
+19,845
333
$950K 0.03%
22,093
+390
334
$949K 0.03%
+104,033
335
$943K 0.03%
11,444
-2,811
336
$934K 0.03%
+47,634
337
$932K 0.03%
+234,752
338
$923K 0.03%
+32,740
339
$919K 0.03%
157,969
+33,180
340
$914K 0.03%
+88,511
341
$911K 0.03%
+29,708
342
$910K 0.03%
19,529
+4,656
343
$908K 0.03%
20,653
+979
344
$907K 0.03%
+8,583
345
$903K 0.03%
39,412
+762
346
$902K 0.03%
+18,907
347
$901K 0.03%
38,343
+1,570
348
$899K 0.03%
27,890
-10,658
349
$889K 0.03%
22,242
-8,376
350
$881K 0.03%
+48,021
12 13
14
15 16