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
476
$501K ﹤0.01%
+2,882
477
$501K ﹤0.01%
4,108
+84
478
$500K ﹤0.01%
14,660
+677
479
$498K ﹤0.01%
3,865
-4
480
$497K ﹤0.01%
29,287
+1,825
481
$495K ﹤0.01%
1,750
+662
482
$494K ﹤0.01%
5,184
+2,720
483
$494K ﹤0.01%
21,388
+2,168
484
$493K ﹤0.01%
+12,675
485
$493K ﹤0.01%
14,214
+2,207
486
$488K ﹤0.01%
6,641
-855
487
$487K ﹤0.01%
77,017
-6,106
488
$483K ﹤0.01%
17,432
-214
489
$481K ﹤0.01%
487
-58
490
$480K ﹤0.01%
2,811
-65
491
$475K ﹤0.01%
7,843
492
$474K ﹤0.01%
51,518
-114,731
493
$471K ﹤0.01%
3,369
-592
494
$469K ﹤0.01%
+9,937
495
$463K ﹤0.01%
6,535
-549
496
$459K ﹤0.01%
6,433
+8
497
$456K ﹤0.01%
8,438
-3,481
498
$451K ﹤0.01%
19,457
-6,694
499
$449K ﹤0.01%
+70,414
500
$448K ﹤0.01%
18,312
+1,350
18 19
20
21 22