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
451
$614K 0.01%
20,271
-23,773
452
$608K 0.01%
7,467
-24,762
453
$604K 0.01%
35,071
-1,590
454
$597K 0.01%
2,904
455
$595K 0.01%
+19,864
456
$594K 0.01%
10,256
+5,391
457
$591K 0.01%
1,856
-42
458
$590K 0.01%
16,344
-777
459
$589K 0.01%
+17,212
460
$577K 0.01%
+14,624
461
$568K 0.01%
10,941
462
$567K 0.01%
85,110
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463
$562K 0.01%
7,653
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464
$557K 0.01%
+20,872
465
$550K 0.01%
3,181
-130,370
466
$549K 0.01%
2,369
-368
467
$547K 0.01%
24,426
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468
$536K 0.01%
20,412
-69
469
$526K ﹤0.01%
7,048
-57
470
$524K ﹤0.01%
13,879
+1,685
471
$522K ﹤0.01%
11,562
-10
472
$514K ﹤0.01%
+53,949
473
$512K ﹤0.01%
10,055
+3,799
474
$510K ﹤0.01%
3,556
475
$505K ﹤0.01%
5,393
-559
17 18
19
20 21