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
26
$69.7M 0.98%
909,658
+259,858
27
$69.1M 0.97%
407,166
+4,111
28
$67.4M 0.95%
1,101,361
+6,336
29
$65.5M 0.92%
1,165,203
+4,695
30
$64.9M 0.91%
1,458,661
+38,612
31
$64.7M 0.91%
944,138
+14,636
32
$64.1M 0.9%
190,495
+7,291
33
$63.9M 0.9%
306,335
+5,337
34
$61.6M 0.87%
2,661,692
+46,752
35
$59.6M 0.84%
627,426
+5,715
36
$59.1M 0.83%
678,442
+11,200
37
$57.2M 0.8%
340,092
+5,824
38
$57.1M 0.8%
213,041
+4,107
39
$55.3M 0.78%
1,074,316
-26,234
40
$53.6M 0.75%
806,140
+171,200
41
$52.4M 0.74%
840,992
-54,293
42
$52.4M 0.74%
884,933
+16,096
43
$51.6M 0.73%
124,443
-9,884
44
$51.5M 0.72%
102,642
+1,952
45
$50.1M 0.7%
754,951
+10,827
46
$49.9M 0.7%
991,315
-46,774
47
$46.9M 0.66%
800,674
+15,240
48
$46.7M 0.66%
451,258
+1,801
49
$45M 0.63%
224,305
+3,454
50
$41.2M 0.58%
573,290
+47,845
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