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
426
$619K 0.01%
20,040
+82
427
$607K 0.01%
2,817
-35
428
$605K 0.01%
+5,663
429
$601K 0.01%
5,853
+43
430
$601K 0.01%
+9,267
431
$598K 0.01%
+19,596
432
$591K 0.01%
+14,039
433
$588K 0.01%
+16,416
434
$584K 0.01%
5,022
-522
435
$584K 0.01%
4,500
-63,055
436
$584K 0.01%
6,320
437
$576K 0.01%
63,556
-14,854
438
$570K 0.01%
5,389
-150
439
$563K 0.01%
35,266
+14,980
440
$561K 0.01%
+3,513
441
$560K 0.01%
741
+1
442
$559K 0.01%
21,264
+113
443
$559K 0.01%
7,054
-1,322
444
$556K 0.01%
3,216
+212
445
$551K 0.01%
21,019
+9
446
$550K 0.01%
18,570
+3,695
447
$547K 0.01%
14,936
-132,549
448
$546K 0.01%
3,272
-19,324
449
$537K 0.01%
11,852
-1,332
450
$536K 0.01%
14,690
16 17
18
19 20