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
401
$1.15M 0.01%
2,812
+26
402
$1.15M 0.01%
18,590
+5,629
403
$1.14M 0.01%
+9,121
404
$1.14M 0.01%
+8,616
405
$1.14M 0.01%
33,844
-5,741
406
$1.13M 0.01%
178,131
-200,284
407
$1.11M 0.01%
18,164
-169,081
408
$1.11M 0.01%
+50,949
409
$1.1M 0.01%
1,921
+175
410
$1.1M 0.01%
52,222
+40,064
411
$1.09M 0.01%
10,344
+63
412
$1.07M 0.01%
+110,036
413
$1.04M 0.01%
52,174
+107
414
$1.04M 0.01%
35,996
-61,594
415
$1.04M 0.01%
32,661
-16,163
416
$1.04M 0.01%
50,683
-1,804
417
$1.02M 0.01%
480,874
-35,727
418
$1.02M 0.01%
1,467
-3
419
$1.01M 0.01%
127,068
+30,825
420
$1.01M 0.01%
12,583
+78
421
$1.01M 0.01%
19,452
+474
422
$999K 0.01%
6,993
-18,137
423
$998K 0.01%
12,194
-1,451
424
$998K 0.01%
2,939
+13
425
$998K 0.01%
22,428
-26,917
15 16
17
18 19