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
526
$325K ﹤0.01%
1,348
+91
527
$324K ﹤0.01%
12,728
528
$323K ﹤0.01%
1,491
-38,499
529
$323K ﹤0.01%
4,764
-8
530
$321K ﹤0.01%
3,129
-315
531
$317K ﹤0.01%
6,704
-792
532
$311K ﹤0.01%
5,620
+554
533
$310K ﹤0.01%
906
+40
534
$308K ﹤0.01%
+9,685
535
$304K ﹤0.01%
3,604
-1,067
536
$302K ﹤0.01%
+10,964
537
$297K ﹤0.01%
3,082
-18,105
538
$297K ﹤0.01%
2,427
-233
539
$297K ﹤0.01%
3,226
-562
540
$288K ﹤0.01%
7,798
-3,749
541
$285K ﹤0.01%
3,132
-301
542
$284K ﹤0.01%
2,183
-13,411
543
$282K ﹤0.01%
13,163
+2,049
544
$282K ﹤0.01%
2,924
-968
545
$282K ﹤0.01%
9,346
+1,860
546
$281K ﹤0.01%
7,934
547
$279K ﹤0.01%
1,631
-176
548
$279K ﹤0.01%
9,334
549
$278K ﹤0.01%
+1,437
550
$278K ﹤0.01%
3,382
20 21
22
23 24