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
101
$17.7M 0.25%
45,412
+2,117
102
$17.5M 0.25%
67,676
+1,947
103
$17.4M 0.24%
75,677
+1,709
104
$17.2M 0.24%
390,321
+13,576
105
$16.7M 0.23%
107,859
+2,533
106
$16.5M 0.23%
239,221
+10,392
107
$16.4M 0.23%
59,249
+18,957
108
$16.3M 0.23%
125,525
+4,598
109
$16.3M 0.23%
88,905
+41,017
110
$16.2M 0.23%
173,136
+4,992
111
$16.1M 0.23%
47,032
-331
112
$15.9M 0.22%
52,726
+1,184
113
$15.8M 0.22%
108,960
+4,100
114
$15.7M 0.22%
275,232
-2,256
115
$15.4M 0.22%
139,220
+3,808
116
$15M 0.21%
224,327
+16,258
117
$14.8M 0.21%
78,745
+1,364
118
$14.8M 0.21%
169,170
+8,027
119
$14.7M 0.21%
65,517
+1,100
120
$14.2M 0.2%
197,020
+180,750
121
$13.8M 0.19%
298,912
+5,252
122
$13.8M 0.19%
161,197
+2,291
123
$13.7M 0.19%
+20,459
124
$13.6M 0.19%
42,616
+909
125
$13.4M 0.19%
43,864
+40,777
3 4
5
6 7