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
326
$1.96M 0.02%
13,145
+4,529
327
$1.95M 0.02%
+9,429
328
$1.93M 0.02%
8,757
+149
329
$1.92M 0.02%
24,211
+1,001
330
$1.91M 0.02%
+48,238
331
$1.9M 0.02%
139,341
+9,681
332
$1.89M 0.02%
6,876
-1,360
333
$1.87M 0.02%
+54,723
334
$1.83M 0.02%
+69,448
335
$1.83M 0.02%
21,454
-33,367
336
$1.81M 0.02%
18,045
-916
337
$1.8M 0.02%
6,638
-7
338
$1.79M 0.02%
38,948
+12,206
339
$1.77M 0.02%
159,184
+5,581
340
$1.76M 0.02%
+59,704
341
$1.75M 0.02%
17,714
+8,593
342
$1.75M 0.02%
42,327
-314
343
$1.74M 0.02%
+31,828
344
$1.73M 0.02%
+66,004
345
$1.72M 0.02%
42,933
+7,258
346
$1.72M 0.02%
33,541
+4,750
347
$1.72M 0.02%
21,956
-1,118
348
$1.7M 0.02%
28,688
+920
349
$1.69M 0.02%
168,138
+33,222
350
$1.66M 0.02%
23,458
+3,259
12 13
14
15 16