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
401
$825K 0.01%
8,967
-99
402
$822K 0.01%
31,168
-9,024
403
$815K 0.01%
7,331
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404
$801K 0.01%
18,367
405
$800K 0.01%
23,144
+1
406
$788K 0.01%
17,392
+8
407
$782K 0.01%
6,602
+515
408
$749K 0.01%
5,440
-50
409
$742K 0.01%
+7,415
410
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411
$719K 0.01%
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412
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20,518
-2,215
413
$711K 0.01%
+9,954
414
$701K 0.01%
8,044
415
$699K 0.01%
21,377
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416
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417
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418
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53,372
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419
$671K 0.01%
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420
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421
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25,585
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422
$648K 0.01%
29,514
+1
423
$641K 0.01%
23,201
-5,073
424
$621K 0.01%
5,162
+409
425
$620K 0.01%
17,472
15 16
17
18 19