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
$10.7B
AUM Growth
-$91.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Top Buys

1
+$55.6M
2
+$47M
3
+$21.7M
4
OVV icon
Ovintiv
OVV
+$20.6M
5
OKTA icon
Okta
OKTA
+$20.5M

Top Sells

1
+$66.6M
2
+$46.6M
3
+$33M
4
NOW icon
ServiceNow
NOW
+$26M
5
AMAT icon
Applied Materials
AMAT
+$24.8M

Sector Composition

1 Technology 20.99%
2 Financials 17.45%
3 Healthcare 12.16%
4 Industrials 10.24%
5 Consumer Staples 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$4.52M 0.04%
9,639
+1,623
227
$4.48M 0.04%
33,220
+2,882
228
$4.39M 0.04%
15,414
+423
229
$4.38M 0.04%
63,940
-8,622
230
$4.38M 0.04%
276,574
-10,000
231
$4.34M 0.04%
55,916
+3,938
232
$4.23M 0.04%
33,453
-6,449
233
$4.23M 0.04%
9,006
+68
234
$4.18M 0.04%
35,836
+7,236
235
$4.17M 0.04%
115,287
+1,877
236
$4.15M 0.04%
50,376
+1,082
237
$4.05M 0.04%
7,890
+1,324
238
$4.05M 0.04%
47,061
+5,020
239
$4.03M 0.04%
17,817
+492
240
$3.99M 0.04%
33,983
+6,663
241
$3.99M 0.04%
11,052
-11,873
242
$3.99M 0.04%
19,065
+4,524
243
$3.98M 0.04%
17,781
+438
244
$3.88M 0.04%
+118,440
245
$3.86M 0.04%
288,782
+127,530
246
$3.85M 0.04%
102,831
+9,290
247
$3.85M 0.04%
65,370
+9,745
248
$3.83M 0.04%
197,324
+187,205
249
$3.81M 0.04%
91,628
-975
250
$3.77M 0.04%
20,803
+615
8 9
10
11 12