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
251
$2.95M 0.04%
70,947
-3,632
252
$2.93M 0.04%
16,380
+47
253
$2.93M 0.04%
39,277
+1,122
254
$2.9M 0.04%
31,260
+19,316
255
$2.82M 0.04%
+9,024
256
$2.82M 0.04%
45,095
-8,848
257
$2.8M 0.04%
30,601
-12,100
258
$2.8M 0.04%
26,082
-4,105
259
$2.79M 0.04%
25,357
-1,262
260
$2.78M 0.04%
17,115
-97
261
$2.76M 0.04%
51,155
+5,318
262
$2.75M 0.04%
25,508
+6,354
263
$2.73M 0.04%
17,451
-1,594
264
$2.71M 0.04%
82,686
-3,902
265
$2.71M 0.04%
+69,585
266
$2.69M 0.04%
23,266
+929
267
$2.59M 0.04%
32,937
+23,759
268
$2.57M 0.04%
9,866
+66
269
$2.56M 0.04%
+11,422
270
$2.53M 0.04%
10,334
+396
271
$2.45M 0.03%
+37,987
272
$2.43M 0.03%
32,596
+2,749
273
$2.39M 0.03%
+58,123
274
$2.31M 0.03%
16,170
-1,333
275
$2.31M 0.03%
+20,721
9 10
11
12 13