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
376
$1.4M 0.01%
+11,051
377
$1.39M 0.01%
26,841
-12,861
378
$1.37M 0.01%
303,272
-28,593
379
$1.35M 0.01%
5,980
-138,282
380
$1.34M 0.01%
69,425
-133,970
381
$1.33M 0.01%
20,199
+2,397
382
$1.32M 0.01%
24,173
383
$1.32M 0.01%
62,826
-1,741
384
$1.31M 0.01%
37,979
+858
385
$1.31M 0.01%
166,249
-2,009
386
$1.29M 0.01%
+16,784
387
$1.26M 0.01%
+28,246
388
$1.25M 0.01%
44,044
+774
389
$1.23M 0.01%
35,675
-2,799
390
$1.23M 0.01%
25,670
+732
391
$1.21M 0.01%
9,662
+3,089
392
$1.21M 0.01%
+18,057
393
$1.2M 0.01%
127,203
+6,424
394
$1.19M 0.01%
+36,330
395
$1.18M 0.01%
16,114
-729
396
$1.18M 0.01%
115,502
-8,655
397
$1.18M 0.01%
+27,294
398
$1.17M 0.01%
46,411
+18,710
399
$1.17M 0.01%
12,907
-42,821
400
$1.16M 0.01%
183,752
+32,302
14 15
16
17 18