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
376
$994K 0.01%
37,300
-8,493
377
$993K 0.01%
25,393
-609
378
$985K 0.01%
+18,450
379
$983K 0.01%
10,624
-889
380
$978K 0.01%
67,827
-5,176
381
$952K 0.01%
+53,374
382
$945K 0.01%
60,461
-2,968
383
$909K 0.01%
+49,434
384
$908K 0.01%
10,962
-1,857
385
$905K 0.01%
+10,000
386
$904K 0.01%
17,709
+21
387
$890K 0.01%
5,515
-57,351
388
$881K 0.01%
39,577
+8,400
389
$875K 0.01%
24,873
-1,649
390
$873K 0.01%
21,134
-5,838
391
$866K 0.01%
19,436
392
$861K 0.01%
+16,432
393
$859K 0.01%
14,704
-3,094
394
$857K 0.01%
22,473
-1,148
395
$852K 0.01%
+9,791
396
$850K 0.01%
17,734
+7,495
397
$848K 0.01%
10,998
-92
398
$844K 0.01%
100,198
-13,119
399
$834K 0.01%
+28,589
400
$829K 0.01%
+11,638
14 15
16
17 18