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
351
$876K 0.03%
48,495
+2,025
352
$875K 0.03%
+24,102
353
$872K 0.03%
+20,256
354
$871K 0.03%
21,989
+972
355
$868K 0.03%
98,096
+4,040
356
$860K 0.03%
20,601
+6,857
357
$858K 0.03%
+23,504
358
$858K 0.03%
39,205
+14,919
359
$855K 0.03%
35,234
+6,783
360
$854K 0.03%
31,927
+694
361
$846K 0.03%
+8,689
362
$842K 0.03%
33,856
+5,307
363
$841K 0.03%
80,751
+1,709
364
$839K 0.03%
+22,540
365
$834K 0.03%
6,040
-496
366
$833K 0.03%
+84,150
367
$827K 0.03%
10,606
-93,802
368
$826K 0.03%
+3,943
369
$825K 0.03%
+38,181
370
$824K 0.03%
+74,722
371
$817K 0.02%
3,295
+1,968
372
$816K 0.02%
25,928
-119
373
$810K 0.02%
10,695
+283
374
$808K 0.02%
22,272
-5,410
375
$804K 0.02%
+13,882
13 14
15
16 17