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
1
$71.5M 2.18%
2,191,789
+66,994
2
$70.2M 2.14%
578,960
+9,558
3
$67.3M 2.05%
1,083,207
+15,339
4
$61.7M 1.88%
483,443
-11,527
5
$60.9M 1.86%
1,823,548
+38,064
6
$60.7M 1.85%
647,130
+12,751
7
$57.8M 1.76%
682,131
+47,979
8
$55.5M 1.69%
1,084,742
+20,501
9
$55.3M 1.69%
1,168,545
+29,840
10
$52.5M 1.6%
466,114
+4,543
11
$52M 1.59%
931,020
+21,700
12
$51M 1.56%
928,063
+28,041
13
$49.1M 1.5%
490,021
+10,134
14
$48M 1.46%
457,460
+9,738
15
$47.9M 1.46%
317,573
+9,539
16
$47.8M 1.46%
192,746
+5,621
17
$45.5M 1.39%
1,587,343
+36,804
18
$43.8M 1.33%
1,334,129
+26,339
19
$43.5M 1.33%
1,786,587
+385,299
20
$41.3M 1.26%
602,644
+7,430
21
$40.4M 1.23%
586,065
+14,977
22
$39.9M 1.22%
116,397
+2,085
23
$39.3M 1.2%
386,423
+2,768
24
$35.9M 1.1%
512,527
-34,605
25
$35.9M 1.09%
731,577
+24,328
1
2 3 4 5