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
76
$12.2M 0.37%
182,761
-928
77
$11.5M 0.35%
84,790
+14,698
78
$11.5M 0.35%
75,473
+48,993
79
$11.5M 0.35%
179,399
-4,462
80
$11.4M 0.35%
203,936
+83,517
81
$10.7M 0.33%
111,512
-1,037
82
$10.6M 0.32%
166,490
-46,080
83
$10.5M 0.32%
237,296
-4,530
84
$10.4M 0.32%
202,619
-2,040
85
$10.1M 0.31%
121,441
-5,321
86
$10M 0.31%
1,192,670
-119,670
87
$10M 0.31%
481,249
-4,158
88
$9.99M 0.3%
372,219
-3,958
89
$9.96M 0.3%
287,800
-2,480
90
$9.82M 0.3%
73,256
+19,656
91
$9.53M 0.29%
266,340
+18,700
92
$9.41M 0.29%
306,056
+83,947
93
$9.3M 0.28%
202,190
-71,611
94
$9.18M 0.28%
186,301
-2,168
95
$9.14M 0.28%
1,447,155
-15,955
96
$9.14M 0.28%
165,537
-32,957
97
$8.96M 0.27%
196,652
-2,733
98
$8.93M 0.27%
+173,660
99
$8.92M 0.27%
47,811
-6,579
100
$8.79M 0.27%
115,409
-1,023
2 3
4
5 6