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
151
$9.2M 0.13%
85,493
+2,337
152
$9.12M 0.13%
97,533
-2,275
153
$8.84M 0.12%
146,800
+137,200
154
$8.54M 0.12%
230,136
+80,408
155
$8.32M 0.12%
219,512
+12,692
156
$8.13M 0.11%
20,757
+874
157
$8.05M 0.11%
12,744
+964
158
$7.98M 0.11%
262,087
-3,508
159
$7.78M 0.11%
137,405
+19,290
160
$7.53M 0.11%
102,505
-10,485
161
$7.42M 0.1%
29,831
+17,231
162
$7.36M 0.1%
36,536
+303
163
$7.35M 0.1%
36,537
+579
164
$7.27M 0.1%
89,479
+26,111
165
$7.13M 0.1%
+240,899
166
$7.01M 0.1%
77,137
+2,777
167
$6.8M 0.1%
12,643
+73
168
$6.79M 0.1%
62,627
+747
169
$6.73M 0.09%
100,505
-4,156
170
$6.69M 0.09%
30,090
+27,676
171
$6.63M 0.09%
15,285
-2,468
172
$6.45M 0.09%
14,773
+281
173
$6.43M 0.09%
59,606
+894
174
$6.25M 0.09%
254,165
+4,931
175
$6.23M 0.09%
54,400
+14,070
5 6
7
8 9