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
301
$2.38M 0.02%
45,498
+1,970
302
$2.35M 0.02%
222,606
-30,374
303
$2.35M 0.02%
12,956
-601
304
$2.3M 0.02%
128,088
+42,665
305
$2.3M 0.02%
69,803
+7,829
306
$2.28M 0.02%
39,268
+2,105
307
$2.27M 0.02%
102,767
+1,563
308
$2.26M 0.02%
75,015
-2,836
309
$2.24M 0.02%
101,929
+1,331
310
$2.2M 0.02%
68,419
-1,826
311
$2.2M 0.02%
+180,710
312
$2.18M 0.02%
17,512
+515
313
$2.18M 0.02%
13,664
+1,007
314
$2.17M 0.02%
56,961
+47,740
315
$2.16M 0.02%
+37,070
316
$2.14M 0.02%
53,895
+1,908
317
$2.14M 0.02%
19,105
+942
318
$2.12M 0.02%
15,964
+95
319
$2.09M 0.02%
+23,031
320
$2.08M 0.02%
85,557
+73,053
321
$2.05M 0.02%
30,707
+1,086
322
$2.05M 0.02%
91,460
+1,938
323
$2.05M 0.02%
66,304
+11,006
324
$2.03M 0.02%
40,908
+1,512
325
$2M 0.02%
6,578
-525
11 12
13
14 15