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
76
$40.7M 0.38%
1,014,475
-453,917
77
$39.9M 0.37%
187,687
-28,632
78
$38.9M 0.36%
66,315
+10,925
79
$38.5M 0.36%
72,239
-6,218
80
$36.6M 0.34%
34,558
+1,084
81
$36.4M 0.34%
398,624
-41,032
82
$36.1M 0.33%
133,551
-12,866
83
$35.9M 0.33%
102,088
-12,922
84
$35.7M 0.33%
177,322
-24,079
85
$35.4M 0.33%
38,633
+297
86
$35.4M 0.33%
168,228
-16,728
87
$35.3M 0.33%
501,088
-11,736
88
$34.6M 0.32%
453,635
-26,785
89
$33.6M 0.31%
2,064,942
-202,547
90
$33.1M 0.31%
150,004
-22,428
91
$31.8M 0.29%
252,117
+57,543
92
$30.9M 0.29%
334,973
-34,385
93
$30.7M 0.28%
546,709
-52,904
94
$30.4M 0.28%
101,123
+6,391
95
$30.3M 0.28%
+133,805
96
$29.8M 0.28%
63,027
-8,360
97
$29M 0.27%
86,837
+51,919
98
$29M 0.27%
383,674
+166,138
99
$28.9M 0.27%
1,427,638
+86,501
100
$28.9M 0.27%
239,360
-6,340
2 3
4
5 6