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
676
– –
-24,955
677
– –
-44,913
678
– –
-8,480
679
– –
-36,977
680
– –
-46,434
681
– –
-16,400
682
– –
-3,957
683
– –
-76,157
684
– –
-14,748
685
– –
-4,318
686
– –
-691
687
– –
-5,545
688
– –
-10,216
689
– –
-12,789
690
– –
-1,379
691
– –
-8,643
692
– –
-1,233
693
– –
-51,212
694
– –
-1,253
695
– –
-6,095
696
– –
-5,500
697
– –
-200,488
698
– –
-25,772
699
– –
-5,502
700
– –
-6,350
25 26 27
28
29