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
276
$3.28M 0.03%
138,757
+1,821
277
$3.19M 0.03%
42,041
-3,434
278
$3.17M 0.03%
93,541
+13,972
279
$3.15M 0.03%
21,061
-579
280
$3.12M 0.03%
+14,165
281
$3.12M 0.03%
33,827
+832
282
$3.11M 0.03%
28,113
-732
283
$3.1M 0.03%
23,210
+786
284
$3.1M 0.03%
39,340
+276
285
$3.06M 0.03%
75,888
+932
286
$3.04M 0.03%
20,519
+957
287
$2.94M 0.03%
14,437
+182
288
$2.92M 0.03%
15,869
+6,822
289
$2.91M 0.03%
14,541
+1,551
290
$2.9M 0.03%
32,229
+5,824
291
$2.89M 0.03%
22,931
+2,804
292
$2.89M 0.03%
30,153
-1,303
293
$2.89M 0.03%
7,843
+1,663
294
$2.79M 0.03%
+83,061
295
$2.57M 0.02%
29,813
-1,540
296
$2.56M 0.02%
+27,768
297
$2.53M 0.02%
21,382
-228
298
$2.53M 0.02%
50,204
-696
299
$2.49M 0.02%
80,935
+11,588
300
$2.45M 0.02%
+8,893
10 11
12
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