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
51
$60.8M 0.56%
537,785
-62,891
52
$60.7M 0.56%
133,782
-13,024
53
$58.3M 0.54%
196,418
-5,532
54
$57.9M 0.54%
685,373
-66,282
55
$56.1M 0.52%
247,316
-30,728
56
$55.1M 0.51%
1,706,732
-61,127
57
$50.7M 0.47%
392,986
-38,638
58
$50.4M 0.47%
476,488
-6,990
59
$49.7M 0.46%
629,200
-63,395
60
$49.3M 0.46%
214,665
-25,274
61
$48.6M 0.45%
439,344
+116,224
62
$46.3M 0.43%
884,890
-15,371
63
$46.2M 0.43%
95,212
-18,716
64
$45.8M 0.42%
1,220,968
-86,367
65
$45M 0.42%
+191,884
66
$44.6M 0.41%
240,880
+193,038
67
$44.4M 0.41%
243,183
+30,134
68
$44.3M 0.41%
192,024
-3,296
69
$43.2M 0.4%
394,643
-50,876
70
$42.8M 0.4%
535,447
-81,543
71
$41.9M 0.39%
344,343
+7,191
72
$41.7M 0.39%
93,245
-15,466
73
$41.6M 0.39%
66,166
-5,664
74
$41.5M 0.38%
141,930
-5,641
75
$41.2M 0.38%
284,543
-22,082
1 2
3
4 5