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
201
$1.95M 0.06%
111,765
-8,970
202
$1.94M 0.06%
50,805
-2,661
203
$1.94M 0.06%
30,165
-22,561
204
$1.93M 0.06%
+140,145
205
$1.93M 0.06%
31,533
-5,677
206
$1.93M 0.06%
48,299
-10,277
207
$1.92M 0.06%
31,797
+21,795
208
$1.91M 0.06%
85,622
-2,356
209
$1.89M 0.06%
28,552
-1,515
210
$1.88M 0.06%
29,487
+157
211
$1.87M 0.06%
77,019
+3,255
212
$1.87M 0.06%
38,102
-924
213
$1.87M 0.06%
33,297
-17,276
214
$1.87M 0.06%
30,473
-6,986
215
$1.86M 0.06%
54,905
-8,760
216
$1.85M 0.06%
63,700
+4,104
217
$1.85M 0.06%
+124,493
218
$1.84M 0.06%
135,795
-60,480
219
$1.83M 0.06%
+7,209
220
$1.83M 0.06%
107,604
-5,703
221
$1.82M 0.06%
13,820
-1,768
222
$1.8M 0.06%
+23,377
223
$1.8M 0.05%
135,430
-7,179
224
$1.79M 0.05%
30,022
-10,011
225
$1.78M 0.05%
27,327
+1,051
7 8
9
10 11