ZIM

Zacks Investment Management Portfolio holdings

AUM $12.7B
1-Year Est. Return 27.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.47%
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
+$35.9M
2
+$33M
3
+$29.5M
4
MRK icon
Merck
MRK
+$20.7M
5
EPAM icon
EPAM Systems
EPAM
+$13.2M

Top Sells

1
+$37.6M
2
+$31.5M
3
+$12.4M
4
SWKS icon
Skyworks Solutions
SWKS
+$12.4M
5
ALGN icon
Align Technology
ALGN
+$9.92M

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
701
– –
-9,114
702
– –
-25,000
703
– –
-45,838
704
– –
-3,011
705
– –
-49,580
706
– –
-290,573
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