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
326
$2.14M 0.02%
45,063
+9,207
327
$2.12M 0.02%
8,608
-297
328
$2.06M 0.02%
42,641
+7,036
329
$2.05M 0.02%
39,396
-2,230
330
$2.05M 0.02%
38,774
+5,870
331
$2.04M 0.02%
38,173
-3,960
332
$2.02M 0.02%
89,522
-3,249
333
$2.01M 0.02%
19,446
+631
334
$2.01M 0.02%
65,313
-7,608
335
$2M 0.02%
61,974
+13,051
336
$1.99M 0.02%
388,735
-8,266
337
$1.98M 0.02%
+37,163
338
$1.98M 0.02%
11,018
-1,182
339
$1.97M 0.02%
+23,074
340
$1.97M 0.02%
29,621
+1,619
341
$1.96M 0.02%
49,598
+16,603
342
$1.91M 0.02%
+161,252
343
$1.89M 0.02%
45,149
-109,552
344
$1.88M 0.02%
266,506
-29,615
345
$1.87M 0.02%
51,987
-4,843
346
$1.83M 0.02%
+82,468
347
$1.8M 0.02%
17,148
+529
348
$1.76M 0.02%
48,919
-3,261
349
$1.76M 0.02%
+28,791
350
$1.73M 0.02%
16,997
+3,780
12 13
14
15 16