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
526
$365K ﹤0.01%
+1,619
527
$358K ﹤0.01%
629
+19
528
$356K ﹤0.01%
32,130
-1,327
529
$352K ﹤0.01%
2,449
-253
530
$350K ﹤0.01%
2,058
-3,782
531
$346K ﹤0.01%
+4,295
532
$342K ﹤0.01%
494
+20
533
$342K ﹤0.01%
6,412
-10
534
$337K ﹤0.01%
304
-26
535
$335K ﹤0.01%
23,500
-1,000
536
$330K ﹤0.01%
8,280
-1,220
537
$329K ﹤0.01%
+4,407
538
$323K ﹤0.01%
+7,435
539
$319K ﹤0.01%
32,685
-18,038
540
$318K ﹤0.01%
3,714
-1,366
541
$318K ﹤0.01%
638
+117
542
$317K ﹤0.01%
1,611
+37
543
$311K ﹤0.01%
2,934
-56
544
$308K ﹤0.01%
6,933
-317
545
$298K ﹤0.01%
634
-6
546
$296K ﹤0.01%
38,585
547
$295K ﹤0.01%
2,703
-23,636
548
$295K ﹤0.01%
15,954
+108
549
$294K ﹤0.01%
1,112
+74
550
$293K ﹤0.01%
+6,256
20 21
22
23 24