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 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
– –
-38,181
627
– –
-16,266
628
– –
-17,244
629
– –
-115,300
630
– –
-19,249
631
– –
-8,083
632
– –
-12,145
633
– –
-98,530
634
– –
-24,038
635
– –
-62,976
636
– –
-11,894
637
– –
-24,925
638
– –
-17,653
639
– –
-28,371
640
– –
-89,362
641
– –
-38,355
642
– –
-21,170
643
– –
-19,231
644
– –
-16,559
645
– –
-39,221
646
– –
-6,958
647
– –
-26,944
648
– –
-7,649
649
– –
-1,969
650
– –
-4,347
24 25
26
27 28