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
251
$3.75M 0.04%
+76,409
252
$3.67M 0.03%
11,084
+211
253
$3.63M 0.03%
+6,985
254
$3.62M 0.03%
35,379
-486
255
$3.61M 0.03%
190,481
-2,589
256
$3.59M 0.03%
29,861
+1,748
257
$3.56M 0.03%
172,926
+34,169
258
$3.56M 0.03%
13,441
+245
259
$3.46M 0.03%
+65,735
260
$3.45M 0.03%
+126,700
261
$3.43M 0.03%
212,393
-224
262
$3.41M 0.03%
154,356
-6,173
263
$3.36M 0.03%
17,644
+837
264
$3.35M 0.03%
34,796
+969
265
$3.33M 0.03%
5,920
-901
266
$3.27M 0.03%
31,249
-9,950
267
$3.26M 0.03%
178,224
-1,584
268
$3.26M 0.03%
18,900
+4,350
269
$3.24M 0.03%
+283,081
270
$3.23M 0.03%
15,843
+1,406
271
$3.2M 0.03%
34,523
+10,837
272
$3.18M 0.03%
78,114
+2,226
273
$3.18M 0.03%
+43,922
274
$3.17M 0.03%
96,943
+4,570
275
$3.16M 0.03%
+18,049
9 10
11
12 13