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
626
$206K ﹤0.01%
+859
627
$204K ﹤0.01%
739
+1
628
$204K ﹤0.01%
10,119
-6,486
629
$203K ﹤0.01%
323
-392
630
$201K ﹤0.01%
+6,228
631
$201K ﹤0.01%
+1,303
632
$201K ﹤0.01%
4,989
+15
633
$192K ﹤0.01%
92,803
634
$187K ﹤0.01%
21,219
+2,000
635
$186K ﹤0.01%
24,301
-4,403
636
$178K ﹤0.01%
36,113
+11,361
637
$168K ﹤0.01%
13,100
-5,888
638
$168K ﹤0.01%
+10,336
639
$165K ﹤0.01%
+14,085
640
$162K ﹤0.01%
+14,912
641
$152K ﹤0.01%
+40,195
642
$144K ﹤0.01%
38,047
643
$138K ﹤0.01%
+11,750
644
$133K ﹤0.01%
10,323
-1,636
645
$105K ﹤0.01%
10,605
-300,195
646
$98.7K ﹤0.01%
+20,999
647
$97.7K ﹤0.01%
+13,488
648
$93.5K ﹤0.01%
+10,022
649
$82.2K ﹤0.01%
+20,349
650
$80.3K ﹤0.01%
+21,077
24 25
26
27 28