ZIM

Zacks Investment Management Portfolio holdings

AUM $11.7B
1-Year Est. Return 25.6%
This Quarter Est. Return
1 Year Est. Return
+25.6%
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
LGTY
776
DELISTED
Logility Supply Chain Solutions, Inc. Common Stock
LGTY
-32,130
ALTR
777
DELISTED
Altair Engineering Inc
ALTR
-2,703
ZUO
778
DELISTED
Zuora, Inc.
ZUO
-10,605
SWI
779
DELISTED
SolarWinds Corporation Common Stock
SWI
-23,500