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
426
$944K 0.01%
20,550
-1,401
427
$941K 0.01%
2,222
-13
428
$939K 0.01%
134,916
-20,252
429
$935K 0.01%
+113,366
430
$895K 0.01%
182,188
-7,631
431
$882K 0.01%
+15,364
432
$863K 0.01%
5,097
+128
433
$853K 0.01%
15,757
+1,290
434
$812K 0.01%
1,306
-36
435
$788K 0.01%
3,194
+28
436
$783K 0.01%
10,845
-2,515
437
$777K 0.01%
27,524
-4,048
438
$745K 0.01%
+130,240
439
$723K 0.01%
+83,123
440
$721K 0.01%
+12,585
441
$721K 0.01%
16,369
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442
$715K 0.01%
359
-25
443
$693K 0.01%
7,496
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444
$690K 0.01%
3,522
-1,111
445
$690K 0.01%
6,193
-73
446
$683K 0.01%
3,961
+2,316
447
$680K 0.01%
1,951
-424
448
$675K 0.01%
2,959
-376
449
$664K 0.01%
17,121
+396
450
$658K 0.01%
19,268
+320
16 17
18
19 20