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
126
$13.4M 0.19%
115,339
+2,889
127
$13.3M 0.19%
64,713
+44,421
128
$13.2M 0.19%
142,968
+2,818
129
$12.3M 0.17%
362,765
+9,735
130
$12.3M 0.17%
26,219
+1,223
131
$12.2M 0.17%
56,212
-716
132
$12M 0.17%
44,419
+1,161
133
$11.7M 0.16%
75,260
+859
134
$11.7M 0.16%
45,203
+41,729
135
$11.4M 0.16%
42,604
+1,033
136
$11.3M 0.16%
28,215
+1,078
137
$10.9M 0.15%
60,048
+2,559
138
$10.7M 0.15%
136,636
+772
139
$10.7M 0.15%
56,713
-35,564
140
$10.6M 0.15%
28,604
+2,051
141
$10.5M 0.15%
178,480
+11,840
142
$10.2M 0.14%
207,078
+1,579
143
$10.1M 0.14%
122,033
+104,628
144
$9.96M 0.14%
+252,570
145
$9.69M 0.14%
341,862
+10,144
146
$9.68M 0.14%
27,746
+635
147
$9.49M 0.13%
74,501
+1,600
148
$9.46M 0.13%
26,321
+21,503
149
$9.44M 0.13%
109,967
+1,887
150
$9.43M 0.13%
+574,289
4 5
6
7 8