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
351
$1.65M 0.02%
70,438
+7,567
352
$1.63M 0.02%
+46,892
353
$1.6M 0.01%
36,520
+2,602
354
$1.6M 0.01%
60,918
+8,744
355
$1.56M 0.01%
+45,096
356
$1.55M 0.01%
20,303
-758
357
$1.52M 0.01%
17,685
+537
358
$1.52M 0.01%
9,148
+1,224
359
$1.52M 0.01%
7,341
+236
360
$1.51M 0.01%
+35,759
361
$1.5M 0.01%
63,075
+12,126
362
$1.5M 0.01%
+42,831
363
$1.49M 0.01%
50,266
+668
364
$1.49M 0.01%
31,389
+4,548
365
$1.49M 0.01%
1,866
-32,692
366
$1.47M 0.01%
17,605
+1,726
367
$1.45M 0.01%
28,570
+2,900
368
$1.45M 0.01%
39,488
+1,509
369
$1.43M 0.01%
+212,456
370
$1.4M 0.01%
52,784
-29,829
371
$1.38M 0.01%
+5,582
372
$1.37M 0.01%
34,053
+15,996
373
$1.33M 0.01%
290
-2
374
$1.33M 0.01%
62,196
+9,974
375
$1.31M 0.01%
+48,334
13 14
15
16 17