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
576
$262K ﹤0.01%
+278
577
$261K ﹤0.01%
6,802
+140
578
$261K ﹤0.01%
1,088
+168
579
$260K ﹤0.01%
4,865
+528
580
$260K ﹤0.01%
6,127
-214
581
$260K ﹤0.01%
1,888
582
$259K ﹤0.01%
5,215
+304
583
$258K ﹤0.01%
+3,350
584
$257K ﹤0.01%
25,828
+2,234
585
$256K ﹤0.01%
19,039
-30
586
$255K ﹤0.01%
692
-291
587
$254K ﹤0.01%
6,796
-42,938
588
$254K ﹤0.01%
3,210
-57,433
589
$253K ﹤0.01%
2,010
+2
590
$253K ﹤0.01%
842
-61,275
591
$252K ﹤0.01%
1,123
-557
592
$250K ﹤0.01%
1,906
-41
593
$250K ﹤0.01%
1,403
+127
594
$248K ﹤0.01%
+4,500
595
$246K ﹤0.01%
8,881
+175
596
$244K ﹤0.01%
+6,670
597
$239K ﹤0.01%
+3,045
598
$239K ﹤0.01%
8,660
599
$237K ﹤0.01%
1,791
-39
600
$235K ﹤0.01%
20,776
+11
22 23
24
25 26