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
401
$680K 0.02%
11,517
-274
402
$679K 0.02%
+18,586
403
$679K 0.02%
+53,397
404
$677K 0.02%
11,959
+460
405
$674K 0.02%
25,176
+942
406
$670K 0.02%
+15,872
407
$668K 0.02%
24,833
+1,049
408
$664K 0.02%
17,500
-6,322
409
$662K 0.02%
5,039
-373
410
$662K 0.02%
74,566
+22,596
411
$655K 0.02%
23,947
-64,573
412
$650K 0.02%
32,021
+562
413
$648K 0.02%
35,458
-6,440
414
$645K 0.02%
82,659
-4,383
415
$643K 0.02%
3,069
-2,112
416
$639K 0.02%
+25,786
417
$634K 0.02%
+9,282
418
$628K 0.02%
+109,277
419
$628K 0.02%
25,634
-129
420
$619K 0.02%
+58,295
421
$609K 0.02%
+64,408
422
$602K 0.02%
+6,513
423
$601K 0.02%
+47,747
424
$598K 0.02%
20,287
-402
425
$596K 0.02%
66,723
+2,836
15 16
17
18 19