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
$10.8B
AUM Growth
-$725M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$68M
2
+$45M
3
+$35.7M
4
BR icon
Broadridge
BR
+$30.3M
5
MRVL icon
Marvell Technology
MRVL
+$19.3M

Top Sells

1
+$96.9M
2
+$35.2M
3
+$32.2M
4
HON icon
Honeywell
HON
+$31.2M
5
EMR icon
Emerson Electric
EMR
+$31.2M

Sector Composition

1 Technology 24.47%
2 Financials 17.31%
3 Healthcare 10.28%
4 Industrials 9.85%
5 Consumer Discretionary 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.7M 0.04%
70,640
-5,950
227
$4.66M 0.04%
81,082
+14,241
228
$4.6M 0.04%
92,603
+1,053
229
$4.55M 0.04%
10,873
+288
230
$4.5M 0.04%
27,229
+671
231
$4.5M 0.04%
126,139
+8,866
232
$4.48M 0.04%
8,938
+25
233
$4.44M 0.04%
55,625
+1,973
234
$4.41M 0.04%
+252,980
235
$4.39M 0.04%
+51,978
236
$4.37M 0.04%
30,338
+7,919
237
$4.37M 0.04%
254,662
-33,347
238
$4.36M 0.04%
11,281
+423
239
$4.28M 0.04%
+337,984
240
$4.27M 0.04%
13,196
-92,925
241
$4.26M 0.04%
41,784
-1,627
242
$4.15M 0.04%
39,902
+2,510
243
$4.1M 0.04%
8,016
-571
244
$4.07M 0.04%
14,991
+356
245
$4.02M 0.04%
6,821
+109
246
$3.97M 0.04%
17,343
+313
247
$3.96M 0.04%
21,238
+704
248
$3.94M 0.04%
+25,194
249
$3.93M 0.04%
40,478
+1,315
250
$3.92M 0.04%
392,640
-36,777
8 9
10
11 12