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
401
$1.05M 0.01%
32,444
-80,298
402
$1.05M 0.01%
12,803
+220
403
$1.03M 0.01%
6,074
-1,655
404
$1.03M 0.01%
38,122
-51
405
$1.02M 0.01%
9,162
-10,284
406
$1.02M 0.01%
19,451
-1
407
$1.02M 0.01%
37,167
+837
408
$1M 0.01%
218,636
+34,884
409
$999K 0.01%
5,007
-12,409
410
$993K 0.01%
30,038
+2,514
411
$985K 0.01%
9,329
-1,015
412
$973K 0.01%
2,538
-36,337
413
$962K 0.01%
20,133
+4,376
414
$953K 0.01%
5,519
+422
415
$930K 0.01%
+64,904
416
$889K 0.01%
24,418
+5,150
417
$885K 0.01%
65,314
+2,488
418
$872K 0.01%
1,526
+59
419
$862K 0.01%
8,687
-53,073
420
$862K 0.01%
24,173
421
$852K 0.01%
10,422
-10,888
422
$844K 0.01%
142,610
+12,370
423
$842K 0.01%
19,999
+13,203
424
$825K 0.01%
115,895
+393
425
$815K 0.01%
19,249
-29,670
15 16
17
18 19