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
176
$6.21M 0.09%
+46,273
177
$6.13M 0.09%
71,566
+18,564
178
$5.75M 0.08%
249,966
-5,105
179
$5.62M 0.08%
+139,137
180
$5.36M 0.08%
70,577
-2,612
181
$5.26M 0.07%
45,881
+857
182
$5.2M 0.07%
+124,197
183
$5.17M 0.07%
72,788
+2,840
184
$5.11M 0.07%
22,057
-2,289
185
$5.08M 0.07%
50,926
+1,285
186
$5.01M 0.07%
23,380
+20,833
187
$4.98M 0.07%
41,073
-5,521
188
$4.9M 0.07%
69,212
+1,730
189
$4.84M 0.07%
18,830
+490
190
$4.83M 0.07%
+27,043
191
$4.79M 0.07%
178,027
+120,702
192
$4.76M 0.07%
17,956
+107
193
$4.74M 0.07%
65,499
+3,717
194
$4.73M 0.07%
14,142
-11,633
195
$4.72M 0.07%
50,599
+1,839
196
$4.71M 0.07%
+169,004
197
$4.55M 0.06%
33,390
-713
198
$4.53M 0.06%
65,358
-16,855
199
$4.46M 0.06%
42,940
+22
200
$4.41M 0.06%
19,428
+299
6 7
8
9 10