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
476
$362K 0.01%
2,575
+74
477
$358K 0.01%
+10,109
478
$355K 0.01%
+13,838
479
$348K 0.01%
4,748
-399
480
$348K 0.01%
6,444
-1,873
481
$346K 0.01%
23,193
-690
482
$345K 0.01%
+628
483
$344K 0.01%
+8,940
484
$342K 0.01%
12,507
485
$340K 0.01%
+3,617
486
$333K 0.01%
1,534
+5
487
$332K 0.01%
+7,310
488
$331K 0.01%
5,990
+16
489
$330K 0.01%
3,968
-257
490
$325K 0.01%
+5,964
491
$325K 0.01%
9,968
-38,141
492
$324K 0.01%
+19,516
493
$322K 0.01%
7,519
-1,143
494
$320K 0.01%
4,740
495
$318K 0.01%
+6,673
496
$313K 0.01%
10,703
-7,082
497
$312K 0.01%
+5,354
498
$305K 0.01%
+6,279
499
$304K 0.01%
+12,576
500
$302K 0.01%
4,579
+101
18 19
20
21 22