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
551
$296K ﹤0.01%
+2,767
552
$296K ﹤0.01%
3,036
-38,748
553
$294K ﹤0.01%
1,135
+23
554
$291K ﹤0.01%
1,132
-269
555
$290K ﹤0.01%
667
-25
556
$289K ﹤0.01%
5,690
+5
557
$285K ﹤0.01%
48,645
+23,345
558
$285K ﹤0.01%
148
559
$285K ﹤0.01%
7,050
-3,889
560
$285K ﹤0.01%
419
+96
561
$284K ﹤0.01%
7,334
-946
562
$283K ﹤0.01%
1,605
-6
563
$282K ﹤0.01%
+5,359
564
$282K ﹤0.01%
+13,677
565
$280K ﹤0.01%
1,443
-2,079
566
$280K ﹤0.01%
3,921
-374
567
$277K ﹤0.01%
+7,927
568
$274K ﹤0.01%
2,936
-778
569
$273K ﹤0.01%
+2,750
570
$273K ﹤0.01%
1,031
+78
571
$269K ﹤0.01%
891
+152
572
$266K ﹤0.01%
807
+32
573
$264K ﹤0.01%
6,714
-88
574
$264K ﹤0.01%
+933
575
$261K ﹤0.01%
5,899
-228
21 22
23
24 25