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
451
$532K 0.01%
19,755
+2,904
452
$530K 0.01%
+7,381
453
$525K 0.01%
+4,648
454
$523K 0.01%
12,174
+5
455
$523K 0.01%
4,214
-306,517
456
$521K 0.01%
10,244
457
$521K 0.01%
+30,745
458
$517K 0.01%
2,467
-769
459
$515K 0.01%
+8,446
460
$510K 0.01%
+43,735
461
$510K 0.01%
2,855
+2
462
$508K 0.01%
738
-3,635
463
$506K 0.01%
+1,500
464
$506K 0.01%
+12,948
465
$499K 0.01%
21,017
-15,496
466
$493K 0.01%
4,226
-7,536
467
$492K 0.01%
20,166
+8,301
468
$492K 0.01%
+6,331
469
$491K 0.01%
5,741
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470
$488K 0.01%
15,444
-11,793
471
$487K 0.01%
3,643
-509
472
$485K 0.01%
33,951
+1
473
$484K 0.01%
+5,440
474
$483K 0.01%
5,068
+721
475
$472K 0.01%
11,540
+11
17 18
19
20 21