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
526
$242K 0.01%
+17,793
527
$241K 0.01%
+5,490
528
$238K 0.01%
+2,217
529
$237K 0.01%
+6,075
530
$236K 0.01%
16,863
-774
531
$234K 0.01%
+1,391
532
$231K 0.01%
+7,720
533
$231K 0.01%
+29,958
534
$229K 0.01%
6,439
-907
535
$227K 0.01%
+14,262
536
$227K 0.01%
+11,820
537
$227K 0.01%
2,794
-12,693
538
$225K 0.01%
+22,376
539
$225K 0.01%
+1,762
540
$225K 0.01%
6,703
-146,403
541
$225K 0.01%
+31,944
542
$224K 0.01%
+9,388
543
$224K 0.01%
+7,561
544
$221K 0.01%
6,792
+12
545
$221K 0.01%
16,325
-5,668
546
$218K 0.01%
+11,826
547
$218K 0.01%
+13,268
548
$218K 0.01%
+5,941
549
$217K 0.01%
+1,993
550
$217K 0.01%
+16,824
20 21
22
23 24