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
– –
-5,545
677
– –
-10,216
678
– –
-12,789
679
– –
-1,379
680
– –
-8,643
681
– –
-1,233
682
– –
-51,212
683
– –
-1,253
684
– –
-6,095
685
– –
-5,500
686
– –
-200,488
687
– –
-12,886
688
– –
-5,502
689
– –
-3,175
690
– –
-10,275
691
– –
-22,710
692
– –
-7,437
693
– –
-16,194
694
– –
-15,029
695
– –
-27,542
696
– –
-34,094
697
– –
-52,480
698
– –
-19,788
699
– –
-32,432
700
– –
-21,268
25 26 27
28
29