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
176
$8.65M 0.08%
101,396
-17,114
177
$8.42M 0.08%
32,268
-218
178
$8.39M 0.08%
+108,492
179
$8.06M 0.07%
184,741
-23,538
180
$7.94M 0.07%
297,978
+28,478
181
$7.92M 0.07%
257,767
-60,661
182
$7.8M 0.07%
312,134
+296,537
183
$7.72M 0.07%
235,697
+12,640
184
$7.72M 0.07%
68,239
+1,252
185
$7.57M 0.07%
37,217
+3,000
186
$7.48M 0.07%
13,131
-1,379
187
$7.43M 0.07%
+182,773
188
$7.35M 0.07%
477,206
-1,974
189
$7.34M 0.07%
143,363
+1,860
190
$7.17M 0.07%
132,421
+3,365
191
$7.1M 0.07%
+86,107
192
$6.93M 0.06%
107,937
+2,259
193
$6.88M 0.06%
30,761
-1,615
194
$6.8M 0.06%
58,590
-3,257
195
$6.46M 0.06%
93,064
+17,756
196
$6.4M 0.06%
29,782
+4,784
197
$6.31M 0.06%
171,622
+2,630
198
$6.26M 0.06%
37,115
+306
199
$6.14M 0.06%
39,579
-697
200
$6.08M 0.06%
+49,415
6 7
8
9 10