ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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 12.83%
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
51
$18.5M 0.56%
773,704
-25,896
52
$18.4M 0.56%
164,570
-1,285
53
$18.1M 0.55%
162,847
-2,307
54
$18M 0.55%
211,155
+4,672
55
$17.9M 0.55%
146,240
-826
56
$17.8M 0.54%
702,062
+197,676
57
$16.7M 0.51%
109,980
-323
58
$16.6M 0.51%
209,899
+4,837
59
$16.6M 0.51%
471,000
-3,640
60
$16.6M 0.5%
289,760
-2,742
61
$16.5M 0.5%
1,045,336
+27,720
62
$16.3M 0.5%
429,737
+14,294
63
$16.1M 0.49%
164,242
-1,839
64
$15.8M 0.48%
108,920
+103,589
65
$15.8M 0.48%
617,275
+23,532
66
$15.5M 0.47%
435,896
+15,504
67
$15.2M 0.46%
186,402
+6,465
68
$14.7M 0.45%
186,823
+4,585
69
$14.6M 0.45%
418,005
+53,358
70
$14.4M 0.44%
446,991
+13,416
71
$14.2M 0.43%
193,290
-2,307
72
$13.7M 0.42%
157,506
-535
73
$13.3M 0.41%
255,412
+8,923
74
$13M 0.4%
293,808
-22,674
75
$13M 0.4%
114,223
-1,233
1 2
3
4 5