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
501
$442K ﹤0.01%
3,556
-614
502
$441K ﹤0.01%
2,519
-369
503
$438K ﹤0.01%
13,983
+1,490
504
$435K ﹤0.01%
10,939
+47
505
$434K ﹤0.01%
4,024
-89
506
$418K ﹤0.01%
16,962
+3,415
507
$415K ﹤0.01%
65,323
-2,320
508
$411K ﹤0.01%
+13,586
509
$410K ﹤0.01%
+4,420
510
$410K ﹤0.01%
1,197
-114
511
$408K ﹤0.01%
10,561
-365
512
$403K ﹤0.01%
2,419
-245
513
$401K ﹤0.01%
23,842
+11,173
514
$394K ﹤0.01%
3,092
-354
515
$392K ﹤0.01%
+3,522
516
$392K ﹤0.01%
+5,445
517
$386K ﹤0.01%
+1,720
518
$386K ﹤0.01%
1,199
+26
519
$386K ﹤0.01%
13,848
-660
520
$378K ﹤0.01%
1,401
+6
521
$374K ﹤0.01%
4,560
-179
522
$372K ﹤0.01%
3,494
-1
523
$368K ﹤0.01%
6,522
-21,648
524
$368K ﹤0.01%
13,591
-506
525
$367K ﹤0.01%
17,211
+2,440
19 20
21
22 23