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
301
$1.91M 0.03%
56,696
+7,439
302
$1.91M 0.03%
+21,051
303
$1.9M 0.03%
43,346
+17,500
304
$1.87M 0.03%
62,684
+32,987
305
$1.84M 0.03%
338,379
+23,568
306
$1.83M 0.03%
+22,578
307
$1.82M 0.03%
52,150
+4,550
308
$1.82M 0.03%
+26,932
309
$1.82M 0.03%
+172,989
310
$1.81M 0.03%
+10,277
311
$1.8M 0.03%
23,100
-2,360
312
$1.76M 0.02%
80,924
-9,161
313
$1.73M 0.02%
34,293
-6,219
314
$1.71M 0.02%
9,548
+524
315
$1.68M 0.02%
36,311
-1,026
316
$1.67M 0.02%
31,735
-1,589
317
$1.64M 0.02%
10,514
-792
318
$1.63M 0.02%
13,293
+5,511
319
$1.63M 0.02%
3,408
+28
320
$1.61M 0.02%
+23,509
321
$1.6M 0.02%
14,560
-790
322
$1.58M 0.02%
34,481
-4,587
323
$1.58M 0.02%
23,381
-696
324
$1.55M 0.02%
18,948
-302
325
$1.54M 0.02%
5,256
+2,923
11 12
13
14 15