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
276
$2.28M 0.03%
47,386
+1,329
277
$2.28M 0.03%
23,421
-331
278
$2.22M 0.03%
13,033
-1,052
279
$2.22M 0.03%
30,268
+210
280
$2.21M 0.03%
59,904
-2,109
281
$2.21M 0.03%
+3,909
282
$2.18M 0.03%
+34,140
283
$2.17M 0.03%
20,989
-1,383
284
$2.15M 0.03%
+25,074
285
$2.14M 0.03%
5,190
+87
286
$2.12M 0.03%
85,487
-3,396
287
$2.12M 0.03%
20,297
-1,396
288
$2.11M 0.03%
4,838
+779
289
$2.11M 0.03%
40,204
-3,732
290
$2.1M 0.03%
6,667
+417
291
$2.09M 0.03%
79,915
+10,164
292
$2.07M 0.03%
72,542
+2,189
293
$2.07M 0.03%
57,608
-5,388
294
$2.06M 0.03%
19,211
+73
295
$2.03M 0.03%
54,980
-5,330
296
$2.01M 0.03%
33,117
-2,624
297
$1.99M 0.03%
21,725
-8,738
298
$1.97M 0.03%
57,296
-4,296
299
$1.92M 0.03%
+9,064
300
$1.92M 0.03%
37,761
+13,656
10 11
12
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