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
551
$277K ﹤0.01%
+2,161
552
$276K ﹤0.01%
1,589
-353
553
$274K ﹤0.01%
+2,472
554
$274K ﹤0.01%
4,569
+272
555
$272K ﹤0.01%
6,091
-16,436
556
$272K ﹤0.01%
2,461
557
$268K ﹤0.01%
4,830
-204
558
$267K ﹤0.01%
+16,687
559
$262K ﹤0.01%
4,835
-123,718
560
$259K ﹤0.01%
3,057
561
$259K ﹤0.01%
4,551
+645
562
$257K ﹤0.01%
1,008
-175
563
$253K ﹤0.01%
10,195
-22,204
564
$253K ﹤0.01%
318
-89
565
$248K ﹤0.01%
4,739
566
$247K ﹤0.01%
+9,545
567
$244K ﹤0.01%
+5,178
568
$237K ﹤0.01%
8,443
-303
569
$235K ﹤0.01%
1,049
+40
570
$233K ﹤0.01%
3,800
-2,552
571
$232K ﹤0.01%
+61,650
572
$231K ﹤0.01%
+2,681
573
$229K ﹤0.01%
+2,490
574
$229K ﹤0.01%
637
-7
575
$225K ﹤0.01%
4,500
21 22
23
24 25