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
326
$1.51M 0.02%
79,746
+5,706
327
$1.49M 0.02%
37,027
+2,222
328
$1.48M 0.02%
+10,003
329
$1.46M 0.02%
27,574
+16,297
330
$1.45M 0.02%
7,276
-364
331
$1.45M 0.02%
17,679
-1,266
332
$1.43M 0.02%
76,914
-4,501
333
$1.42M 0.02%
83,355
-5,010
334
$1.42M 0.02%
+39,288
335
$1.42M 0.02%
21,236
-365
336
$1.41M 0.02%
66,399
-5,183
337
$1.41M 0.02%
40,305
-4,519
338
$1.41M 0.02%
39,999
-1,930
339
$1.4M 0.02%
16,463
-1,723
340
$1.39M 0.02%
29,086
-1,609
341
$1.38M 0.02%
27,558
-925
342
$1.38M 0.02%
10,162
-5,780
343
$1.38M 0.02%
19,242
-1,400
344
$1.33M 0.02%
16,918
-1,234
345
$1.32M 0.02%
10,237
-12,989
346
$1.32M 0.02%
21,783
-622
347
$1.31M 0.02%
+38,787
348
$1.3M 0.02%
+5,666
349
$1.29M 0.02%
9,421
-147
350
$1.24M 0.02%
13,377
-2,441
12 13
14
15 16