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
751
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752
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753
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754
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755
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-8,046
756
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757
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-123,875
758
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759
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760
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761
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-9,605
762
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763
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-22,086
764
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-23,489
765
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-16,643
766
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0
767
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768
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769
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-9,146
770
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771
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772
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-57,065
773
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774
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-5,552
775
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-3,354
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