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
26
$98.5M 0.91%
590,808
-38,724
27
$96.9M 0.9%
974,458
-217,260
28
$96.2M 0.89%
799,036
-84,372
29
$96.1M 0.89%
2,186,580
-64,741
30
$94.3M 0.87%
1,058,070
-75,160
31
$93.7M 0.87%
323,214
-34,982
32
$90.2M 0.84%
593,304
-88,201
33
$83.1M 0.77%
540,978
-51,279
34
$80.9M 0.75%
104,811
-9,144
35
$79.9M 0.74%
2,915,768
-294,559
36
$79.4M 0.74%
361,290
-38,263
37
$78.4M 0.73%
1,959,630
-247,394
38
$75.2M 0.7%
1,208,565
-18,137
39
$74.9M 0.69%
388,486
-44,120
40
$74.8M 0.69%
283,874
-31,769
41
$69.1M 0.64%
984,104
+968,473
42
$69M 0.64%
748,446
-33,303
43
$68.5M 0.63%
707,118
-65,502
44
$68M 0.63%
1,421,862
-149,665
45
$66.7M 0.62%
1,577,403
-160,463
46
$65.4M 0.61%
134,687
-14,118
47
$65.1M 0.6%
2,857,156
-283,464
48
$65M 0.6%
846,182
-24,800
49
$64.6M 0.6%
2,436,120
+46,982
50
$63.1M 0.58%
388,274
-29,075
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