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
701
– –
-3,776
702
– –
-13,749
703
– –
-10,300
704
– –
-184,767
705
– –
-45,820
706
– –
-1,224
707
– –
-3,251
708
– –
-9,734
709
– –
-2,961
710
– –
-18,213
711
– –
-6,046
712
– –
-26,104
713
– –
-7,717
714
– –
-25,288
715
– –
-19,658
716
– –
-1,665
717
– –
-5,158
718
– –
-10,283
719
– –
-43,073
720
– –
-50,145
721
– –
-475,575
722
– –
-735
723
– –
-32,063
724
– –
-6,631
725
– –
-30,260
27 28
29
30 31