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
501
$378K 0.01%
18,488
+5,440
502
$378K 0.01%
+24,222
503
$375K 0.01%
4,952
+766
504
$375K 0.01%
1,260
+6
505
$374K 0.01%
807
-19
506
$372K 0.01%
+24,761
507
$372K 0.01%
14,180
508
$370K 0.01%
3,951
509
$369K 0.01%
+2,139
510
$368K 0.01%
+1,783
511
$362K 0.01%
13,432
-102
512
$362K 0.01%
+17,158
513
$361K 0.01%
697
-1
514
$360K 0.01%
+6,784
515
$359K 0.01%
3,870
-21,546
516
$358K 0.01%
10,941
517
$357K 0.01%
780
+21
518
$348K ﹤0.01%
51,275
519
$347K ﹤0.01%
3,718
+13
520
$345K ﹤0.01%
+21,646
521
$342K ﹤0.01%
7,370
+1,533
522
$340K ﹤0.01%
+77,360
523
$333K ﹤0.01%
+12,402
524
$333K ﹤0.01%
+30,416
525
$329K ﹤0.01%
11,379
+1,416
19 20
21
22 23