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
351
$1.24M 0.02%
6,860
-167
352
$1.24M 0.02%
+19,109
353
$1.23M 0.02%
37,435
-3,083
354
$1.22M 0.02%
+57,017
355
$1.21M 0.02%
24,304
-1,918
356
$1.19M 0.02%
73,728
+3
357
$1.18M 0.02%
25,784
-1,908
358
$1.17M 0.02%
+11,029
359
$1.16M 0.02%
686
+493
360
$1.16M 0.02%
+24,164
361
$1.15M 0.02%
15,336
-1,424
362
$1.11M 0.02%
28,544
-7,805
363
$1.11M 0.02%
10,590
+7,897
364
$1.11M 0.02%
16,217
-2,831
365
$1.11M 0.02%
8,272
+58
366
$1.1M 0.02%
23,009
-5,573
367
$1.07M 0.02%
38,965
+233
368
$1.06M 0.02%
28,685
-855
369
$1.06M 0.01%
2,672
+73
370
$1.05M 0.01%
+12,418
371
$1.05M 0.01%
37,008
+418
372
$1.05M 0.01%
6,756
-77,619
373
$1.04M 0.01%
7,394
-1,166
374
$1M 0.01%
7,499
+166
375
$994K 0.01%
+37,659
13 14
15
16 17