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
551
$216K 0.01%
19,394
+6,766
552
$215K 0.01%
+4,342
553
$215K 0.01%
+14,316
554
$214K 0.01%
+5,913
555
$213K 0.01%
11,804
+12
556
$212K 0.01%
+2,504
557
$212K 0.01%
+9,131
558
$212K 0.01%
+2,794
559
$210K 0.01%
+1,125
560
$209K 0.01%
+2,597
561
$209K 0.01%
+12,842
562
$209K 0.01%
+5,208
563
$209K 0.01%
+27,177
564
$208K 0.01%
2,073
-223
565
$208K 0.01%
5,308
-8,689
566
$207K 0.01%
16,605
567
$207K 0.01%
+4,311
568
$206K 0.01%
+3,112
569
$205K 0.01%
2,593
-28,600
570
$205K 0.01%
+10,386
571
$204K 0.01%
+3,185
572
$203K 0.01%
+1,057
573
$202K 0.01%
+5,400
574
$201K 0.01%
+9,540
575
$199K 0.01%
+12,956
21 22
23
24 25