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
651
– –
-5,712
652
– –
-42,121
653
– –
-3,801
654
– –
-18,010
655
– –
-32,841
656
– –
-21,553
657
– –
-24,508
658
– –
-40,320
659
– –
-91,803
660
– –
-6,575
661
– –
-6,381
662
– –
-3,943
663
– –
-3,628
664
– –
-339
665
– –
-58,560
666
– –
-3,441
667
– –
-2,327
668
– –
-25,881
669
– –
-13,844
670
– –
-45,453
671
– –
-11,502
672
– –
-11,003
673
– –
-18,580
674
– –
-12,040
675
– –
-6,220
25 26
27
28 29