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
126
$5.94M 0.18%
55,588
+3,578
127
$5.92M 0.18%
258,850
+15,081
128
$5.91M 0.18%
111,307
+82,766
129
$5.82M 0.18%
41,222
-1,802
130
$5.64M 0.17%
212,822
+2,927
131
$5.39M 0.16%
90,401
+1,917
132
$5.35M 0.16%
38,703
-2,040
133
$5.12M 0.16%
52,576
-18,431
134
$5.05M 0.15%
259,774
+163,101
135
$4.99M 0.15%
73,480
-714
136
$4.79M 0.15%
103,495
-60,776
137
$4.74M 0.14%
+143,782
138
$4.63M 0.14%
+55,117
139
$4.61M 0.14%
+103,250
140
$4.51M 0.14%
+99,823
141
$4.47M 0.14%
64,068
-32,096
142
$4.45M 0.14%
38,644
-29,436
143
$4.33M 0.13%
66,761
-223,385
144
$4.3M 0.13%
+82,733
145
$4.21M 0.13%
73,033
+21,993
146
$4.18M 0.13%
56,275
+1,095
147
$4.05M 0.12%
304,940
+288,000
148
$4.04M 0.12%
+46,742
149
$3.92M 0.12%
109,758
-7,279
150
$3.89M 0.12%
11,408
-147
4 5
6
7 8