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
426
$596K 0.02%
+20,625
427
$588K 0.02%
13,395
+340
428
$586K 0.02%
+13,564
429
$575K 0.02%
+16,298
430
$574K 0.02%
+159,913
431
$573K 0.02%
44,024
+1,998
432
$569K 0.02%
+54,567
433
$562K 0.02%
+20,975
434
$552K 0.02%
+21,711
435
$547K 0.02%
7,613
-24,041
436
$545K 0.02%
23,799
+1,332
437
$544K 0.02%
23,562
-12,000
438
$541K 0.02%
+49,704
439
$540K 0.02%
9,967
-6,075
440
$531K 0.02%
+61,101
441
$524K 0.02%
25,377
-1,344
442
$523K 0.02%
18,033
-985
443
$522K 0.02%
18,089
-960
444
$509K 0.02%
18,434
-939
445
$508K 0.02%
9,578
-5,824
446
$508K 0.02%
+55,235
447
$502K 0.02%
+6,325
448
$501K 0.02%
36,140
-5,344
449
$501K 0.02%
+21,875
450
$499K 0.02%
11,010
-37,327
16 17
18
19 20