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
451
$499K 0.02%
12,842
+682
452
$493K 0.02%
9,962
+530
453
$486K 0.01%
+12,790
454
$476K 0.01%
+38,764
455
$475K 0.01%
7,076
+398
456
$445K 0.01%
41,492
457
$434K 0.01%
51,347
458
$432K 0.01%
19,215
-45,579
459
$427K 0.01%
6,787
-7,954
460
$422K 0.01%
+5,559
461
$418K 0.01%
20,212
-48,493
462
$417K 0.01%
19,978
+3,225
463
$412K 0.01%
+4,986
464
$412K 0.01%
11,511
+161
465
$409K 0.01%
+2,810
466
$403K 0.01%
+4,539
467
$392K 0.01%
10,572
+4,360
468
$391K 0.01%
51,321
469
$389K 0.01%
+34,530
470
$388K 0.01%
+8,362
471
$380K 0.01%
3,302
-3,073
472
$378K 0.01%
3,829
-1,162
473
$368K 0.01%
+11,661
474
$368K 0.01%
28,943
+12,715
475
$362K 0.01%
5,459
-729
17 18
19
20 21