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
151
$3.88M 0.12%
167,383
+50,717
152
$3.75M 0.11%
50,723
-1,233
153
$3.7M 0.11%
92,248
+6,068
154
$3.62M 0.11%
97,072
+18,765
155
$3.52M 0.11%
50,331
-10,681
156
$3.37M 0.1%
29,864
-2,897
157
$3.24M 0.1%
20,644
-1,811
158
$3.14M 0.1%
+30,131
159
$3.13M 0.1%
116,959
+42,603
160
$3.12M 0.1%
297,310
-2,250
161
$3.04M 0.09%
110,893
-2,003
162
$3.04M 0.09%
102,626
-23,978
163
$3.02M 0.09%
23,617
-2,326
164
$2.96M 0.09%
96,650
+72,454
165
$2.92M 0.09%
20,165
+1,049
166
$2.88M 0.09%
78,821
-872
167
$2.84M 0.09%
116,025
+38,147
168
$2.74M 0.08%
29,843
+15,506
169
$2.74M 0.08%
28,779
-7,998
170
$2.71M 0.08%
47,110
+3,938
171
$2.7M 0.08%
46,222
+40,299
172
$2.66M 0.08%
110,599
-119,873
173
$2.65M 0.08%
300,037
-2,308
174
$2.55M 0.08%
139,136
-24,990
175
$2.47M 0.08%
90,307
-862
5 6
7
8 9