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
601
– –
-25,900
602
– –
-19,493
603
– –
-375,800
604
– –
-10,003
605
– –
-8,310
606
– –
-290,573
607
– –
-11,390
608
– –
-135,452
609
– –
-6,181
610
– –
-33,179
611
– –
-12,678
612
– –
-113,494
613
– –
-4,267
614
– –
-27,867
615
– –
-36,953
616
– –
-48,779
617
– –
-26,257
618
– –
-7,437
619
– –
-16,194
620
– –
-15,029
621
– –
-27,542
622
– –
-34,094
623
– –
-52,480
624
– –
-21,268
625
– –
-32,000
23 24
25
26 27