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
776
-13,200
777
-5,552
778
-3,354
779
-102,269
780
-72,916
781
-83,299
782
-83,240
783
-38,181
784
-16,266