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
201
$5.94M 0.06%
134,564
-1,068
202
$5.88M 0.05%
46,685
+282
203
$5.8M 0.05%
74,343
-31,129
204
$5.7M 0.05%
286,574
-28
205
$5.56M 0.05%
72,337
+2,359
206
$5.43M 0.05%
74,377
+995
207
$5.4M 0.05%
18,498
+570
208
$5.34M 0.05%
17,421
+462
209
$5.34M 0.05%
128,863
+9,748
210
$5.32M 0.05%
118,585
-4,131
211
$5.22M 0.05%
28,330
+399
212
$5.2M 0.05%
36,194
+5,840
213
$5.16M 0.05%
324,188
-17,597
214
$5.09M 0.05%
107,121
+1,421
215
$5.08M 0.05%
+168,995
216
$5.01M 0.05%
132,355
+1,191
217
$4.98M 0.05%
20,553
+13,227
218
$4.97M 0.05%
193,070
+6,794
219
$4.95M 0.05%
65,647
-4,548
220
$4.87M 0.05%
72,562
-8,957
221
$4.85M 0.04%
54,821
+42,428
222
$4.82M 0.04%
113,410
+4,350
223
$4.82M 0.04%
205,489
+1,752
224
$4.8M 0.04%
167,454
-10,046
225
$4.75M 0.04%
41,199
+5,449
7 8
9
10 11