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
451
$657K 0.01%
3,724
-5,182
452
$656K 0.01%
77,183
-6,265
453
$654K 0.01%
15,466
-174
454
$652K 0.01%
23,877
+2,631
455
$650K 0.01%
+36,661
456
$649K 0.01%
12,899
457
$647K 0.01%
1,898
-20
458
$647K 0.01%
37,749
+1,671
459
$646K 0.01%
6,676
-1,345
460
$637K 0.01%
5,416
-1,009
461
$634K 0.01%
10,854
-542
462
$629K 0.01%
2,686
-60,066
463
$627K 0.01%
2,904
+4
464
$615K 0.01%
28,081
-1,870
465
$614K 0.01%
+10,457
466
$611K 0.01%
41,350
-8,319
467
$607K 0.01%
11,919
-1,939
468
$594K 0.01%
26,151
+6,923
469
$586K 0.01%
9,681
470
$578K 0.01%
16,296
+1,958
471
$576K 0.01%
17,646
-27
472
$575K 0.01%
545
+11
473
$574K 0.01%
7,105
+49
474
$573K 0.01%
7,709
-153
475
$564K 0.01%
6,425
17 18
19
20 21