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
101
$28.3M 0.26%
345,770
-13,367
102
$28.2M 0.26%
100,989
-14,924
103
$28.1M 0.26%
514,898
-98,908
104
$26.1M 0.24%
137,075
-6,357
105
$26M 0.24%
599,711
-27,566
106
$25.8M 0.24%
589,106
-15,840
107
$25.7M 0.24%
221,753
+58,943
108
$25.2M 0.23%
149,024
-25,146
109
$25.2M 0.23%
122,763
-18,384
110
$25M 0.23%
275,490
-38,858
111
$24.2M 0.22%
67,117
-9,152
112
$23.8M 0.22%
91,392
-7,227
113
$23.5M 0.22%
44,677
+929
114
$23.5M 0.22%
215,356
-46,838
115
$23.1M 0.21%
375,672
-62,019
116
$22.5M 0.21%
238,359
+53,004
117
$22.4M 0.21%
466,134
-56,063
118
$22.2M 0.21%
122,044
-97,592
119
$22.1M 0.2%
118,023
-15,490
120
$21.4M 0.2%
239,594
-16,224
121
$21.3M 0.2%
187,273
-117,358
122
$21.3M 0.2%
52,654
-3,860
123
$21.2M 0.2%
52,653
-9,831
124
$20.7M 0.19%
39,711
-6,022
125
$20.5M 0.19%
169,823
-27,204
3 4
5
6 7