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
426
$800K 0.01%
30,947
+10,080
427
$795K 0.01%
17,565
+1,196
428
$777K 0.01%
10,694
-151
429
$763K 0.01%
8,977
-4,662
430
$758K 0.01%
518,841
+37,967
431
$757K 0.01%
3,244
+50
432
$716K 0.01%
1,320
+14
433
$715K 0.01%
35,217
+11,375
434
$700K 0.01%
5,298
+730
435
$697K 0.01%
17,709
+1,413
436
$691K 0.01%
2,927
-32
437
$682K 0.01%
42,625
+4,876
438
$671K 0.01%
116,698
+3,332
439
$670K 0.01%
94,302
-15,734
440
$662K 0.01%
49,210
+7,860
441
$655K 0.01%
26,178
+12,330
442
$653K 0.01%
+22,312
443
$649K 0.01%
12,899
444
$644K 0.01%
91,791
+5,343
445
$643K 0.01%
25,181
-286,953
446
$639K 0.01%
6,047
-629
447
$639K 0.01%
9,074
+1,365
448
$630K 0.01%
4,206
+1,098
449
$619K 0.01%
336
-23
450
$615K 0.01%
10,277
-577
16 17
18
19 20