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
501
$301K 0.01%
17,182
502
$292K 0.01%
10,687
503
$288K 0.01%
+5,085
504
$288K 0.01%
6,687
+930
505
$285K 0.01%
+2,685
506
$284K 0.01%
2,752
-1,435
507
$283K 0.01%
+10,837
508
$277K 0.01%
+55,007
509
$274K 0.01%
+5,401
510
$272K 0.01%
2,685
+56
511
$270K 0.01%
+9,763
512
$270K 0.01%
21,222
-42,826
513
$268K 0.01%
4,522
514
$266K 0.01%
+5,593
515
$266K 0.01%
+4,610
516
$264K 0.01%
4,046
517
$262K 0.01%
+72,000
518
$253K 0.01%
17,457
-35,302
519
$252K 0.01%
4,247
-17,583
520
$251K 0.01%
867
+101
521
$249K 0.01%
+3,170
522
$247K 0.01%
+25,777
523
$247K 0.01%
+25,928
524
$246K 0.01%
2,778
-3,502
525
$245K 0.01%
9,076
+1,755
19 20
21
22 23