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
601
$234K ﹤0.01%
2,422
-1,042
602
$234K ﹤0.01%
25,300
-4,494
603
$233K ﹤0.01%
+3,152
604
$233K ﹤0.01%
39,582
+4,143
605
$230K ﹤0.01%
953
+10
606
$228K ﹤0.01%
7,000
-1,000
607
$227K ﹤0.01%
2,242
608
$226K ﹤0.01%
1,719
-282
609
$226K ﹤0.01%
5,941
-3
610
$222K ﹤0.01%
1,469
-4
611
$221K ﹤0.01%
181
612
$218K ﹤0.01%
3,800
613
$217K ﹤0.01%
+4,500
614
$217K ﹤0.01%
+2,828
615
$215K ﹤0.01%
+5,050
616
$214K ﹤0.01%
2,986
-10
617
$214K ﹤0.01%
+775
618
$213K ﹤0.01%
+3,773
619
$213K ﹤0.01%
1,023
+5
620
$210K ﹤0.01%
3,569
621
$209K ﹤0.01%
+2,464
622
$209K ﹤0.01%
+3,629
623
$208K ﹤0.01%
632
-988
624
$207K ﹤0.01%
4,148
-2,174
625
$207K ﹤0.01%
293
-82
23 24
25
26 27