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
576
$224K ﹤0.01%
3,094
-92,912
577
$223K ﹤0.01%
+635
578
$219K ﹤0.01%
983
-22,712
579
$219K ﹤0.01%
4,999
+401
580
$215K ﹤0.01%
+5,514
581
$214K ﹤0.01%
17,391
+64
582
$213K ﹤0.01%
2,166
-1,286
583
$211K ﹤0.01%
+5,739
584
$211K ﹤0.01%
+14,676
585
$209K ﹤0.01%
19,219
586
$208K ﹤0.01%
1,015
-37,179
587
$202K ﹤0.01%
1,026
-405
588
$202K ﹤0.01%
+6,424
589
$201K ﹤0.01%
9,424
-184
590
$201K ﹤0.01%
+1,171
591
$186K ﹤0.01%
36,989
592
$173K ﹤0.01%
+25,467
593
$162K ﹤0.01%
16,568
-31,673
594
$114K ﹤0.01%
10,070
-34,754
595
$63K ﹤0.01%
13,150
596
$34K ﹤0.01%
10,601
-11,611
597
$33K ﹤0.01%
12,837
598
$23K ﹤0.01%
400
599
$16K ﹤0.01%
10
600
– –
-2,548
22 23
24
25 26