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
476
$470K 0.01%
+2,157
477
$468K 0.01%
1,539
-107,436
478
$467K 0.01%
1,854
+236
479
$466K 0.01%
1,568
-9,905
480
$463K 0.01%
9,352
+844
481
$461K 0.01%
+8,564
482
$453K 0.01%
2,771
-411
483
$453K 0.01%
4,664
+367
484
$442K 0.01%
2,238
-12,539
485
$441K 0.01%
+6,674
486
$435K 0.01%
+4,246
487
$428K 0.01%
18,437
+3,545
488
$426K 0.01%
8,200
+525
489
$418K 0.01%
1,537
+2
490
$411K 0.01%
6,843
+783
491
$407K 0.01%
+1,268
492
$402K 0.01%
+6,678
493
$401K 0.01%
19,228
494
$400K 0.01%
3,472
-337
495
$395K 0.01%
+7,443
496
$393K 0.01%
1,508
+182
497
$390K 0.01%
+27,778
498
$386K 0.01%
+13,321
499
$384K 0.01%
21,944
-3,767
500
$384K 0.01%
1,854
-170
18 19
20
21 22