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
51
$57.3M 0.54%
512,632
+36,144
52
$57.1M 0.53%
693,308
+7,935
53
$56.7M 0.53%
120,785
+118,563
54
$55.6M 0.52%
101,002
+7,757
55
$54.4M 0.51%
202,100
+5,682
56
$53.9M 0.5%
898,465
+13,575
57
$52.3M 0.49%
254,674
+11,491
58
$51.1M 0.48%
1,737,794
+31,062
59
$51.1M 0.48%
637,785
+8,585
60
$50.8M 0.47%
137,456
+3,674
61
$50.4M 0.47%
560,400
+24,953
62
$50.3M 0.47%
406,879
+12,236
63
$49.8M 0.47%
444,773
+109,800
64
$49M 0.46%
292,694
+8,151
65
$48.8M 0.46%
109,294
-25,393
66
$47.9M 0.45%
202,447
+10,563
67
$47.6M 0.44%
151,963
+150,012
68
$47.5M 0.44%
1,287,323
+66,355
69
$47.4M 0.44%
194,109
+6,422
70
$44.3M 0.41%
182,972
+5,650
71
$43.6M 0.41%
142,624
+694
72
$42.4M 0.4%
98,910
+3,698
73
$41.7M 0.39%
86,050
+33,397
74
$40.2M 0.38%
150,736
+732
75
$39.8M 0.37%
349,463
+5,120
1 2
3
4 5