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
501
$447K ﹤0.01%
4,528
-1,665
502
$436K ﹤0.01%
2,516
-3
503
$431K ﹤0.01%
115,645
-273,090
504
$422K ﹤0.01%
9,681
505
$420K ﹤0.01%
3,589
-12
506
$417K ﹤0.01%
2,521
-1,203
507
$415K ﹤0.01%
+36,176
508
$414K ﹤0.01%
1,350
+151
509
$405K ﹤0.01%
+48,334
510
$404K ﹤0.01%
+29,805
511
$394K ﹤0.01%
24,193
+8,239
512
$388K ﹤0.01%
293
-11
513
$386K ﹤0.01%
3,664
+170
514
$377K ﹤0.01%
+9,255
515
$376K ﹤0.01%
4,503
-57
516
$372K ﹤0.01%
697
+68
517
$371K ﹤0.01%
+2,805
518
$366K ﹤0.01%
+18,207
519
$359K ﹤0.01%
38,585
520
$357K ﹤0.01%
7,295
-37,768
521
$356K ﹤0.01%
2,761
-331
522
$352K ﹤0.01%
15,485
+1,021
523
$350K ﹤0.01%
+10,577
524
$347K ﹤0.01%
+11,275
525
$346K ﹤0.01%
5,069
+662
19 20
21
22 23