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
276
$3.16M 0.03%
97,645
+16,710
277
$3.14M 0.03%
312,051
+15,137
278
$3.04M 0.03%
22,623
-308
279
$3.01M 0.03%
23,468
+7,269
280
$2.99M 0.03%
+122,706
281
$2.95M 0.03%
+33,502
282
$2.95M 0.03%
126,297
-197,891
283
$2.84M 0.03%
8,066
+6,869
284
$2.83M 0.03%
8,307
+464
285
$2.83M 0.03%
31,982
+1,829
286
$2.8M 0.03%
83,304
+243
287
$2.79M 0.03%
59,449
-105,459
288
$2.71M 0.03%
189,751
+16,236
289
$2.69M 0.03%
25,740
-5
290
$2.68M 0.03%
38,745
-1,733
291
$2.64M 0.02%
+12,181
292
$2.63M 0.02%
+50,212
293
$2.57M 0.02%
8,090
-27,519
294
$2.56M 0.02%
21,754
+372
295
$2.55M 0.02%
7,910
-72
296
$2.53M 0.02%
49,817
-387
297
$2.51M 0.02%
+18,082
298
$2.51M 0.02%
415,432
+104,492
299
$2.5M 0.02%
67,423
+34,762
300
$2.44M 0.02%
15,999
+4,948
10 11
12
13 14