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
$7.11B
AUM Growth
+$777M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$36.3M
2
+$34.8M
3
+$30.2M
4
MRK icon
Merck
MRK
+$19.9M
5
EPAM icon
EPAM Systems
EPAM
+$13.7M

Top Sells

1
+$38M
2
+$32.7M
3
+$12M
4
ALGN icon
Align Technology
ALGN
+$9.92M
5
LMT icon
Lockheed Martin
LMT
+$9.47M

Sector Composition

1 Technology 20.06%
2 Financials 16%
3 Healthcare 12.84%
4 Consumer Staples 10.25%
5 Consumer Discretionary 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.59M 0.05%
93,450
-2,614
227
$3.59M 0.05%
120,834
-7,946
228
$3.56M 0.05%
43,784
+1,134
229
$3.54M 0.05%
+224,631
230
$3.44M 0.05%
27,966
-6,480
231
$3.43M 0.05%
72,885
+3,735
232
$3.41M 0.05%
25,935
-2,967
233
$3.41M 0.05%
1,627
+292
234
$3.36M 0.05%
5,919
-14,630
235
$3.34M 0.05%
70,102
-101
236
$3.33M 0.05%
24,820
+4,932
237
$3.3M 0.05%
73,764
+8,326
238
$3.29M 0.05%
20,988
-6,982
239
$3.26M 0.05%
5,474
-261
240
$3.25M 0.05%
38,486
+7,280
241
$3.2M 0.05%
60,345
+877
242
$3.17M 0.04%
31,161
+2,533
243
$3.16M 0.04%
12,365
-1,325
244
$3.08M 0.04%
22,654
+605
245
$3.08M 0.04%
+67,721
246
$3.07M 0.04%
+22,526
247
$3M 0.04%
26,310
+1,327
248
$3M 0.04%
10,242
+200
249
$2.97M 0.04%
47,929
+8,709
250
$2.96M 0.04%
157,134
-1,945
8 9
10
11 12