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
301
$2.45M 0.02%
23,686
+14,336
302
$2.45M 0.02%
153,603
+3,613
303
$2.44M 0.02%
+100,598
304
$2.41M 0.02%
101,204
-8,056
305
$2.39M 0.02%
43,528
-79
306
$2.39M 0.02%
310,940
+228,241
307
$2.39M 0.02%
8,236
-126
308
$2.37M 0.02%
64,097
-3,270
309
$2.36M 0.02%
7,103
-5,065
310
$2.35M 0.02%
12,657
+1,429
311
$2.32M 0.02%
77,851
-2,451
312
$2.3M 0.02%
13,557
-118
313
$2.27M 0.02%
42,948
+3,678
314
$2.26M 0.02%
+173,515
315
$2.25M 0.02%
71,497
+64,614
316
$2.24M 0.02%
+90,569
317
$2.23M 0.02%
70,245
+11,628
318
$2.23M 0.02%
18,956
-47
319
$2.21M 0.02%
6,645
+129
320
$2.2M 0.02%
+30,741
321
$2.19M 0.02%
+49,413
322
$2.18M 0.02%
16,199
+335
323
$2.18M 0.02%
216,102
-10,003
324
$2.17M 0.02%
91,433
-4,138
325
$2.15M 0.02%
82,613
+36,968
11 12
13
14 15