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
526
$345K ﹤0.01%
12,042
-1,544
527
$344K ﹤0.01%
2,819
+691
528
$342K ﹤0.01%
7,875
+942
529
$342K ﹤0.01%
10,561
530
$341K ﹤0.01%
3,130
+253
531
$341K ﹤0.01%
9,632
+4,582
532
$340K ﹤0.01%
7,238
+826
533
$339K ﹤0.01%
1,339
-1,347
534
$337K ﹤0.01%
+11,700
535
$333K ﹤0.01%
+6,679
536
$328K ﹤0.01%
+19,642
537
$324K ﹤0.01%
639
+1
538
$322K ﹤0.01%
629
-5
539
$321K ﹤0.01%
11,304
+1,511
540
$319K ﹤0.01%
2,306
-2
541
$316K ﹤0.01%
477
-17
542
$311K ﹤0.01%
2,018
-40
543
$310K ﹤0.01%
2,278
-171
544
$306K ﹤0.01%
2,338
+619
545
$305K ﹤0.01%
24,571
-2
546
$304K ﹤0.01%
610
-2
547
$303K ﹤0.01%
+18,054
548
$303K ﹤0.01%
3,070
+824
549
$301K ﹤0.01%
4,429
-3,666
550
$299K ﹤0.01%
4,751
-210
20 21
22
23 24