ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
1
$299M 4.21%
889,922
+30,993
2
$195M 2.74%
1,096,856
+60,339
3
$181M 2.54%
435,475
-15,222
4
$141M 1.99%
863,721
+16,354
5
$127M 1.79%
803,253
+14,738
6
$113M 1.6%
663,239
+11,838
7
$113M 1.59%
1,909,784
+142,128
8
$112M 1.57%
1,763,640
+21,169
9
$107M 1.5%
735,540
+30,420
10
$106M 1.5%
612,622
+14,413
11
$105M 1.48%
2,180,811
+21,054
12
$103M 1.44%
874,776
+19,946
13
$99.1M 1.39%
594,340
+23,000
14
$99M 1.39%
108,182
+1,808
15
$95M 1.34%
3,230,520
-5,880
16
$91.9M 1.29%
1,768,047
-90,523
17
$86.9M 1.22%
2,306,582
+158,206
18
$82.8M 1.16%
725,735
-21,197
19
$82.6M 1.16%
399,416
+6,288
20
$81.7M 1.15%
485,381
+8,089
21
$81.1M 1.14%
599,296
+45,257
22
$78.5M 1.1%
1,256,650
+22,249
23
$75.6M 1.06%
733,156
+15,942
24
$75.4M 1.06%
1,044,331
+21,590
25
$74.7M 1.05%
689,837
+8,682
1
2 3 4 5