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
576
$259K ﹤0.01%
+1,985
577
$258K ﹤0.01%
+132
578
$255K ﹤0.01%
1,888
579
$251K ﹤0.01%
813
580
$251K ﹤0.01%
+5,952
581
$250K ﹤0.01%
19,051
+12
582
$246K ﹤0.01%
1,923
-1,105
583
$244K ﹤0.01%
+6,792
584
$243K ﹤0.01%
5,215
585
$241K ﹤0.01%
+5,962
586
$236K ﹤0.01%
4,500
587
$236K ﹤0.01%
+9,815
588
$235K ﹤0.01%
1,747
-159
589
$231K ﹤0.01%
+4,591
590
$231K ﹤0.01%
3,736
-14,428
591
$229K ﹤0.01%
1,772
-5,221
592
$227K ﹤0.01%
+3,022
593
$226K ﹤0.01%
615
-52,039
594
$224K ﹤0.01%
14,534
-2,677
595
$223K ﹤0.01%
7,255
-64,242
596
$223K ﹤0.01%
+1,445
597
$223K ﹤0.01%
8,500
-381
598
$221K ﹤0.01%
+2,104
599
$219K ﹤0.01%
+3,231
600
$217K ﹤0.01%
27,558
-55
22 23
24
25 26