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
$11.7B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1
+$63.4M
2
+$51.4M
3
+$34.2M
4
APH icon
Amphenol
APH
+$32.6M
5
LRCX icon
Lam Research
LRCX
+$21.2M

Top Sells

1
+$31M
2
+$30.1M
3
+$29.5M
4
MSFT icon
Microsoft
MSFT
+$24M
5
F icon
Ford
F
+$22.2M

Sector Composition

1 Technology 24.43%
2 Financials 17.17%
3 Industrials 11.1%
4 Healthcare 10.4%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XLK icon
351
State Street Technology Select Sector SPDR ETF
XLK
$94.8B
$1.6M 0.01%
6,318
-1,023
PSFE icon
352
Paysafe
PSFE
$464M
$1.57M 0.01%
+124,369
PHR icon
353
Phreesia
PHR
$1.22B
$1.55M 0.01%
54,567
+3,741
CWST icon
354
Casella Waste Systems
CWST
$6.08B
$1.55M 0.01%
+13,412
GLNG icon
355
Golar LNG
GLNG
$3.91B
$1.5M 0.01%
36,488
+4,423
EVER icon
356
EverQuote
EVER
$988M
$1.49M 0.01%
61,664
+746
OII icon
357
Oceaneering
OII
$2.62B
$1.49M 0.01%
+71,887
AUR icon
358
Aurora
AUR
$8.73B
$1.48M 0.01%
282,510
+70,054
CDE icon
359
Coeur Mining
CDE
$10.4B
$1.46M 0.01%
164,742
+22,132
VEA icon
360
Vanguard FTSE Developed Markets ETF
VEA
$186B
$1.44M 0.01%
25,283
-3,287
AR icon
361
Antero Resources
AR
$11.2B
$1.42M 0.01%
35,137
+29,175
ODP icon
362
ODP
ODP
$842M
$1.4M 0.01%
+77,217
BLFS icon
363
BioLife Solutions
BLFS
$1.23B
$1.4M 0.01%
+64,984
WAY
364
Waystar Holding Corp
WAY
$6.74B
$1.4M 0.01%
+34,186
TRIP icon
365
TripAdvisor
TRIP
$1.78B
$1.37M 0.01%
104,906
+17,151
EWO icon
366
iShares MSCI Austria ETF
EWO
$105M
$1.36M 0.01%
46,321
-4,330
FIVN icon
367
FIVE9
FIVN
$1.6B
$1.36M 0.01%
51,369
-187,127
TTD icon
368
Trade Desk
TTD
$18.7B
$1.35M 0.01%
18,822
-582
TT icon
369
Trane Technologies
TT
$90.7B
$1.33M 0.01%
3,039
-669
VCYT icon
370
Veracyte
VCYT
$3.77B
$1.32M 0.01%
48,686
-1,580
APAM icon
371
Artisan Partners
APAM
$2.99B
$1.3M 0.01%
+29,234
SPDW icon
372
SPDR Portfolio Developed World ex-US ETF
SPDW
$32.8B
$1.29M 0.01%
31,869
+7,451
VCIT icon
373
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.5B
$1.27M 0.01%
15,267
+2,464
SCHV icon
374
Schwab US Large-Cap Value ETF
SCHV
$14.1B
$1.26M 0.01%
45,691
-7,093
HL icon
375
Hecla Mining
HL
$11.6B
$1.26M 0.01%
210,250
-4,894
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