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
351
$1.73M 0.02%
55,298
+16,228
352
$1.71M 0.02%
7,729
-297
353
$1.7M 0.02%
27,257
-80,341
354
$1.68M 0.02%
129,660
+767
355
$1.68M 0.02%
18,961
+644
356
$1.66M 0.02%
86,448
-3,379
357
$1.65M 0.02%
28,724
-82,151
358
$1.65M 0.02%
7,105
-693
359
$1.65M 0.02%
+26,742
360
$1.64M 0.02%
12,342
-1,140
361
$1.63M 0.02%
13,639
+670
362
$1.62M 0.02%
5,699
-1,865
363
$1.62M 0.02%
15,187
-2,150
364
$1.61M 0.01%
21,310
+15,219
365
$1.57M 0.01%
7,924
+104
366
$1.56M 0.01%
+9,268
367
$1.55M 0.01%
15,879
+257
368
$1.54M 0.01%
33,918
+340
369
$1.52M 0.01%
19,443
+2,522
370
$1.5M 0.01%
10,726
-607
371
$1.5M 0.01%
62,871
+28,342
372
$1.45M 0.01%
15,108
+234
373
$1.45M 0.01%
292
+235
374
$1.44M 0.01%
+85,423
375
$1.42M 0.01%
9,078
-369
13 14
15
16 17