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
151
$14.2M 0.13%
250,965
+245,982
152
$14.2M 0.13%
66,381
-1,240
153
$13.2M 0.12%
484,548
-84,492
154
$12.4M 0.11%
99,241
-19,418
155
$12.2M 0.11%
+67,646
156
$12.1M 0.11%
147,728
-20,626
157
$11.9M 0.11%
95,089
-17,279
158
$11.9M 0.11%
35,609
+28,501
159
$11.8M 0.11%
69,415
-12,400
160
$11.5M 0.11%
25,330
+3,591
161
$11.1M 0.1%
50,422
-7,719
162
$10.9M 0.1%
146,814
-14,385
163
$10.8M 0.1%
66,269
-14,364
164
$10.5M 0.1%
286,984
-51,033
165
$10.2M 0.09%
159,010
+150,688
166
$9.76M 0.09%
281,762
-118,631
167
$9.65M 0.09%
108,036
-9,984
168
$9.42M 0.09%
151,238
+9,009
169
$9.29M 0.09%
164,908
+109,312
170
$9.21M 0.09%
22,925
+14,414
171
$8.93M 0.08%
153,452
+8,920
172
$8.82M 0.08%
61,760
-129,311
173
$8.71M 0.08%
+107,181
174
$8.7M 0.08%
191,872
+6,169
175
$8.67M 0.08%
84,553
-2,068
5 6
7
8 9