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
601
$215K ﹤0.01%
3,095
+1
602
$214K ﹤0.01%
1,926
+26
603
$214K ﹤0.01%
181
604
$211K ﹤0.01%
+2,420
605
$211K ﹤0.01%
1,759
-32
606
$210K ﹤0.01%
+5,033
607
$210K ﹤0.01%
+6,010
608
$210K ﹤0.01%
21,219
609
$210K ﹤0.01%
+2,744
610
$210K ﹤0.01%
1,226
-177
611
$207K ﹤0.01%
4,148
612
$206K ﹤0.01%
+4,150
613
$205K ﹤0.01%
3,152
614
$203K ﹤0.01%
+1,554
615
$202K ﹤0.01%
2,242
616
$201K ﹤0.01%
4,310
-18,118
617
$201K ﹤0.01%
+4,337
618
$200K ﹤0.01%
+20,202
619
$200K ﹤0.01%
2,425
+415
620
$191K ﹤0.01%
30,811
+4,983
621
$178K ﹤0.01%
+19,078
622
$166K ﹤0.01%
40,195
623
$157K ﹤0.01%
14,926
+14
624
$148K ﹤0.01%
10,323
625
$135K ﹤0.01%
92,803
23 24
25
26 27