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
201
$4.38M 0.06%
37,711
-103
202
$4.28M 0.06%
+48,966
203
$4.27M 0.06%
94,358
+38,187
204
$4.27M 0.06%
119,470
+4,192
205
$4.23M 0.06%
16,640
+1,485
206
$4.21M 0.06%
+41,491
207
$4.12M 0.06%
19,614
-1,050
208
$4.12M 0.06%
86,708
-13,313
209
$4.12M 0.06%
86,006
-1,123
210
$4.1M 0.06%
14,789
+13,990
211
$4.1M 0.06%
58,332
+1,869
212
$4.08M 0.06%
46,916
+2,430
213
$4.08M 0.06%
131,660
-8,405
214
$4.04M 0.06%
+84,655
215
$4M 0.06%
102,936
-5,807
216
$3.99M 0.06%
120,487
-15,937
217
$3.94M 0.06%
13,159
-1,839
218
$3.92M 0.06%
104,702
+3,733
219
$3.9M 0.05%
+101,684
220
$3.9M 0.05%
14,131
-5,804
221
$3.83M 0.05%
5,812
-10,001
222
$3.77M 0.05%
74,795
-7,400
223
$3.7M 0.05%
38,075
+954
224
$3.64M 0.05%
30,071
+10,926
225
$3.59M 0.05%
19,760
-125
7 8
9
10 11