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
51
$40.4M 0.57%
114,732
+7,386
52
$39.5M 0.56%
326,467
+4,235
53
$38.4M 0.54%
881,754
+16,904
54
$38M 0.53%
182,139
+2,029
55
$36.8M 0.52%
506,794
+7,703
56
$36.8M 0.52%
1,978,967
-180,857
57
$36.7M 0.52%
550,361
+8,413
58
$36.5M 0.51%
453,958
-97
59
$36.3M 0.51%
+624,523
60
$36.2M 0.51%
2,280,092
-22,901
61
$35.8M 0.5%
418,982
+15,681
62
$34.8M 0.49%
+507,561
63
$33.1M 0.46%
582,876
-108,733
64
$32.8M 0.46%
208,284
+31,374
65
$32.5M 0.46%
1,177,313
-19,320
66
$31.5M 0.44%
665,462
-3,961
67
$31.5M 0.44%
88,665
-26,652
68
$30.7M 0.43%
182,763
+179,795
69
$30.1M 0.42%
656,090
-38,423
70
$29.7M 0.42%
322,361
-21,794
71
$28.8M 0.41%
310,099
+2,262
72
$28.5M 0.4%
607,623
-26,977
73
$27.4M 0.39%
547,026
+12,340
74
$26.9M 0.38%
187,116
+5,553
75
$26.7M 0.38%
171,895
+49,427
1 2
3
4 5