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
126
$20.1M 0.19%
333,744
-40,361
127
$20.1M 0.19%
54,324
+1,470
128
$19.7M 0.18%
159,103
-252,003
129
$19.5M 0.18%
1,966,121
-391,893
130
$19.3M 0.18%
+174,801
131
$18.9M 0.18%
47,779
+4,273
132
$18.8M 0.17%
205,397
+23,497
133
$18.5M 0.17%
465,400
-80,293
134
$18.5M 0.17%
168,910
-11,844
135
$18.5M 0.17%
148,267
+881
136
$18M 0.17%
308,295
-25,784
137
$17.9M 0.17%
78,242
-9,461
138
$17.5M 0.16%
249,339
+20,465
139
$17.5M 0.16%
161,472
+109,556
140
$17.3M 0.16%
241,557
-35,246
141
$17.3M 0.16%
38,875
+35,628
142
$17.3M 0.16%
159,197
-25,980
143
$16.8M 0.16%
108,800
-14,952
144
$16.7M 0.15%
52,820
+1,828
145
$15.9M 0.15%
34,394
+33,653
146
$15.4M 0.14%
29,591
-605
147
$14.8M 0.14%
138,647
-19,952
148
$14.8M 0.14%
124,828
-8,010
149
$14.7M 0.14%
140,803
-6,996
150
$14.4M 0.13%
43,501
+3,397
4 5
6
7 8