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
626
$129K ﹤0.01%
13,100
627
$119K ﹤0.01%
39,120
-462
628
$104K ﹤0.01%
+13,128
629
$104K ﹤0.01%
17,862
-6,439
630
$103K ﹤0.01%
+10,827
631
$96K ﹤0.01%
14,085
632
$94.2K ﹤0.01%
+11,943
633
$89K ﹤0.01%
+10,017
634
$84.3K ﹤0.01%
27,653
+6,576
635
$79.4K ﹤0.01%
13,488
636
$76.8K ﹤0.01%
+18,204
637
$71K ﹤0.01%
15,471
638
$60.5K ﹤0.01%
20,999
639
$55.5K ﹤0.01%
+12,388
640
$54.8K ﹤0.01%
20,284
-65
641
$53.5K ﹤0.01%
38,047
642
$48.9K ﹤0.01%
21,646
643
$44K ﹤0.01%
+13,200
644
$42.6K ﹤0.01%
+12,611
645
$41.3K ﹤0.01%
26,619
-4
646
$35.5K ﹤0.01%
22,340
647
$31.6K ﹤0.01%
+23,057
648
$24.5K ﹤0.01%
+2,404
649
$20.6K ﹤0.01%
+45,692
650
$9.85K ﹤0.01%
+15,143
24 25
26
27 28