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
$11.7B
AUM Growth
+$979M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
789
New
Increased
Reduced
Closed

Top Buys

1 +$63.4M
2 +$51.4M
3 +$34.2M
4
APH icon
Amphenol
APH
+$32.6M
5
LRCX icon
Lam Research
LRCX
+$21.2M

Top Sells

1 +$31M
2 +$30.1M
3 +$29.5M
4
MSFT icon
Microsoft
MSFT
+$24M
5
F icon
Ford
F
+$22.2M

Sector Composition

1 Technology 24.43%
2 Financials 17.17%
3 Industrials 11.1%
4 Healthcare 10.4%
5 Communication Services 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TERN icon
676
Terns Pharmaceuticals
TERN
$3.98B
$55.4K ﹤0.01%
+14,864
OLMA icon
677
Olema Pharmaceuticals
OLMA
$2.18B
$55.1K ﹤0.01%
+12,940
GTN icon
678
Gray Television
GTN
$455M
$55K ﹤0.01%
+12,134
HFFG icon
679
HF Foods Group
HFFG
$113M
$53.8K ﹤0.01%
+16,917
RLAY icon
680
Relay Therapeutics
RLAY
$1.27B
$53K ﹤0.01%
+15,307
BB icon
681
BlackBerry
BB
$2.29B
$50.7K ﹤0.01%
+11,069
CHPT icon
682
ChargePoint
CHPT
$165M
$45K ﹤0.01%
+3,200
LYG icon
683
Lloyds Banking Group
LYG
$80.6B
$44K ﹤0.01%
+10,343
PEPG icon
684
PepGen
PEPG
$357M
$42.2K ﹤0.01%
38,047
NRDY icon
685
Nerdy
NRDY
$124M
$40.3K ﹤0.01%
+24,751
CRNT icon
686
Ceragon Networks
CRNT
$212M
$38K ﹤0.01%
+15,449
IOVA icon
687
Iovance Biotherapeutics
IOVA
$937M
$35.9K ﹤0.01%
20,849
+7,649
BFLY icon
688
Butterfly Network
BFLY
$1.05B
$34.3K ﹤0.01%
+17,164
HRTX icon
689
Heron Therapeutics
HRTX
$273M
$30.8K ﹤0.01%
+14,899
PLRX icon
690
Pliant Therapeutics
PLRX
$79.3M
$30.5K ﹤0.01%
+26,334
MXCT icon
691
MaxCyte
MXCT
$134M
$26.1K ﹤0.01%
+11,976
SENS icon
692
Senseonics Holdings Inc
SENS
$317M
$22K ﹤0.01%
+2,306
BMRC icon
693
Bank of Marin Bancorp
BMRC
$431M
-102,767
BTU icon
694
Peabody Energy
BTU
$4.42B
-65,314
NKTR icon
695
Nektar Therapeutics
NKTR
$766M
-2,404
VNDA icon
696
Vanda Pharmaceuticals
VNDA
$441M
-15,471
WASH icon
697
Washington Trust Bancorp
WASH
$580M
-66,304
AAL icon
698
American Airlines Group
AAL
$10.1B
-222,606
AFL icon
699
Aflac
AFL
$57.4B
-9,162
ANF icon
700
Abercrombie & Fitch
ANF
$4.78B
-20,303