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
376
$795K 0.02%
17,054
+556
377
$785K 0.02%
43,800
-2,319
378
$782K 0.02%
57,788
+14,328
379
$779K 0.02%
26,113
-2,742
380
$777K 0.02%
20,846
+394
381
$769K 0.02%
46,037
-2,442
382
$756K 0.02%
67,424
-3,576
383
$748K 0.02%
+13,828
384
$743K 0.02%
+8,104
385
$738K 0.02%
43,536
-2,445
386
$737K 0.02%
32,413
+1,233
387
$737K 0.02%
13,211
+1,508
388
$736K 0.02%
9,933
-3,980
389
$735K 0.02%
+8,511
390
$728K 0.02%
45,051
-211
391
$720K 0.02%
+14,773
392
$717K 0.02%
23,196
+4,356
393
$716K 0.02%
+30,394
394
$712K 0.02%
39,897
-45,913
395
$707K 0.02%
12,879
-75,697
396
$706K 0.02%
+40,551
397
$687K 0.02%
+48,486
398
$685K 0.02%
63,148
-3,348
399
$685K 0.02%
45,273
-360
400
$682K 0.02%
17,885
-29,157
14 15
16
17 18