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
76
$39.4M 0.37%
1,127,425
+112,950
77
$39.1M 0.37%
463,195
+79,521
78
$37.1M 0.35%
39,210
+577
79
$36.2M 0.34%
556,851
+10,142
80
$36.1M 0.34%
508,399
+7,311
81
$36M 0.34%
409,143
+10,519
82
$36M 0.34%
74,320
+2,081
83
$36M 0.34%
257,186
-333,622
84
$35.8M 0.33%
479,745
+26,110
85
$35.8M 0.33%
133,368
+46,531
86
$35.5M 0.33%
562,397
+47,499
87
$34.4M 0.32%
444,551
+5,207
88
$34.1M 0.32%
162,816
-5,412
89
$33.9M 0.32%
108,607
+6,519
90
$33.8M 0.32%
60,359
-5,956
91
$33.6M 0.31%
138,394
+4,589
92
$33.3M 0.31%
94,951
+42,131
93
$33.3M 0.31%
162,281
-52,384
94
$31.5M 0.29%
217,333
-170,941
95
$31.3M 0.29%
2,085,122
+20,180
96
$30.7M 0.29%
231,993
+10,240
97
$30.4M 0.28%
291,886
+16,396
98
$30.1M 0.28%
64,722
+1,695
99
$30M 0.28%
363,177
+17,407
100
$30M 0.28%
246,469
+7,109
2 3
4
5 6