ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$14.8M
3
+$8.92M
4
CHD icon
Church & Dwight Co
CHD
+$8.38M
5
CXT icon
Crane NXT
CXT
+$8.35M

Top Sells

1
+$15.2M
2
+$14.7M
3
+$14.7M
4
TMX
Terminix Global Holdings, Inc.
TMX
+$7.64M
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 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$132K ﹤0.01%
+20,901
602
$132K ﹤0.01%
2,336
603
$130K ﹤0.01%
+12,235
604
$127K ﹤0.01%
+11,483
605
$123K ﹤0.01%
+10,352
606
$123K ﹤0.01%
+14,756
607
$110K ﹤0.01%
+10,050
608
$106K ﹤0.01%
14,172
-10,345
609
$100K ﹤0.01%
821
610
$87K ﹤0.01%
+27,353
611
$83K ﹤0.01%
+11,073
612
$74K ﹤0.01%
+49,825
613
$67K ﹤0.01%
+10,509
614
$37K ﹤0.01%
12,130
-125
615
$11K ﹤0.01%
2,333
616
– –
-12,145
617
– –
-98,530
618
– –
-24,038
619
– –
-62,976
620
– –
-11,894
621
– –
-24,925
622
– –
-17,653
623
– –
-28,371
624
– –
-20,040
625
– –
-12,838
23 24
25
26 27