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
576
$194K 0.01%
21,144
-52,870
577
$186K 0.01%
+19,184
578
$184K 0.01%
11,340
579
$179K 0.01%
+10,277
580
$178K 0.01%
26,506
-15,296
581
$177K 0.01%
19,571
582
$176K 0.01%
+19,954
583
$176K 0.01%
+27,106
584
$174K 0.01%
17,003
585
$173K 0.01%
+16,415
586
$170K 0.01%
15,879
587
$169K 0.01%
14,565
+58
588
$166K 0.01%
+12,360
589
$160K ﹤0.01%
+24,642
590
$159K ﹤0.01%
+31,798
591
$156K ﹤0.01%
+12,334
592
$153K ﹤0.01%
+22,461
593
$153K ﹤0.01%
+16,656
594
$152K ﹤0.01%
+10,192
595
$150K ﹤0.01%
16,098
-18
596
$149K ﹤0.01%
10,794
597
$140K ﹤0.01%
11,770
-44,969
598
$138K ﹤0.01%
+11,232
599
$136K ﹤0.01%
+17,536
600
$135K ﹤0.01%
21,721
22 23
24
25 26