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
176
$2.46M 0.08%
138,797
+67,662
177
$2.33M 0.07%
49,832
-320
178
$2.32M 0.07%
110,316
-24
179
$2.31M 0.07%
168,431
-1,660
180
$2.31M 0.07%
45,833
+16,961
181
$2.28M 0.07%
101,159
-18,996
182
$2.27M 0.07%
102,809
+93,513
183
$2.23M 0.07%
90,950
+66,495
184
$2.21M 0.07%
23,848
-3,557
185
$2.19M 0.07%
66,707
+38,624
186
$2.15M 0.07%
70,338
+898
187
$2.13M 0.06%
+132,968
188
$2.12M 0.06%
23,604
-1,461
189
$2.12M 0.06%
+23,420
190
$2.11M 0.06%
+101,197
191
$2.1M 0.06%
27,234
+8,991
192
$2.1M 0.06%
2,199
+436
193
$2.09M 0.06%
1,698
+206
194
$2.09M 0.06%
52,206
+23,924
195
$2.08M 0.06%
27,846
+1,255
196
$2.07M 0.06%
17,362
-2,936
197
$2.04M 0.06%
+33,031
198
$2.04M 0.06%
+22,957
199
$2.02M 0.06%
84,123
+4,509
200
$1.97M 0.06%
27,248
-5,038
6 7
8
9 10