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
101
$8.68M 0.26%
130,431
+2,457
102
$8.44M 0.26%
+428,266
103
$8.42M 0.26%
154,908
+6
104
$8.06M 0.25%
157,520
-16,010
105
$7.96M 0.24%
41,456
-360
106
$7.95M 0.24%
52,722
-1,130
107
$7.67M 0.23%
73,610
-1,101
108
$7.54M 0.23%
136,133
-1,644
109
$7.4M 0.23%
46,892
-552
110
$7.4M 0.23%
117,241
-1,155
111
$7.19M 0.22%
60,432
-28,934
112
$6.92M 0.21%
258,113
-3,256
113
$6.76M 0.21%
156,331
-6,967
114
$6.59M 0.2%
110,805
-41,762
115
$6.53M 0.2%
88,098
-10,574
116
$6.48M 0.2%
225,090
-59,268
117
$6.44M 0.2%
188,452
-1,824
118
$6.36M 0.19%
57,013
-4,023
119
$6.36M 0.19%
+87,642
120
$6.34M 0.19%
446,747
-3,338
121
$6.29M 0.19%
52,233
+16,688
122
$6.19M 0.19%
88,131
-926
123
$6.16M 0.19%
140,516
-1,405
124
$6.15M 0.19%
262,749
-2,558
125
$6.02M 0.18%
168,604
-8,930
3 4
5
6 7