ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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 12.83%
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
26
$35.5M 1.08%
258,444
+7,892
27
$30.7M 0.94%
314,896
+10,285
28
$29.2M 0.89%
489,344
+18,326
29
$29.1M 0.89%
469,311
+12,608
30
$28.4M 0.87%
708,457
+29,904
31
$27M 0.82%
366,407
+9,793
32
$26.8M 0.82%
234,852
-13,315
33
$26.5M 0.81%
734,780
+23,692
34
$25.8M 0.79%
362,080
+11,676
35
$25.6M 0.78%
346,092
+11,253
36
$25.3M 0.77%
281,366
+8,739
37
$24.8M 0.76%
877,593
-201,984
38
$24.2M 0.74%
601,262
+19,894
39
$23.9M 0.73%
445,727
+13,641
40
$23.2M 0.71%
503,070
+15,854
41
$22.3M 0.68%
1,774,181
+63,899
42
$21.9M 0.67%
289,934
+9,563
43
$21.5M 0.66%
202,882
-2,176
44
$21.2M 0.65%
+248,837
45
$20.9M 0.64%
526,336
+17,503
46
$20.5M 0.63%
837,092
+32,869
47
$20.3M 0.62%
425,460
+13,065
48
$19.9M 0.61%
570,800
+18,347
49
$19.1M 0.58%
519,390
-138,922
50
$19M 0.58%
484,214
+13,081
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