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
726
– –
-6,202
727
– –
-17,533
728
– –
-4,648
729
– –
-8,017
730
– –
-54,526
731
– –
-8,647
732
– –
-18,647
733
– –
-4,938
734
– –
-14,441
735
– –
-28,496
736
– –
-58,489
737
– –
-9,005
738
– –
-13,303
739
– –
-10,662
740
– –
-2,506
741
– –
-4,488
742
– –
-60,308
743
– –
-8,824
744
– –
-17,969
745
– –
-339
746
– –
-58,560
747
– –
-3,441
748
– –
-32,038
749
– –
-26,079
750
– –
-8,304
28 29
30
31 32