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
101
$29.9M 0.28%
1,478,783
+51,145
102
$29.5M 0.28%
94,533
+3,141
103
$27.7M 0.26%
125,291
+2,528
104
$26.4M 0.25%
191,960
+67,132
105
$26.4M 0.25%
103,766
+2,643
106
$25.7M 0.24%
150,116
+1,092
107
$25.6M 0.24%
68,821
+1,704
108
$25.6M 0.24%
621,535
+21,824
109
$25.3M 0.24%
41,187
-24,979
110
$25.1M 0.23%
343,993
+10,249
111
$24.9M 0.23%
246,523
+6,929
112
$24.7M 0.23%
103,592
+2,603
113
$24.7M 0.23%
234,311
+194,971
114
$24.7M 0.23%
44,973
+296
115
$24.5M 0.23%
599,152
+10,046
116
$24.3M 0.23%
477,783
+11,649
117
$23.8M 0.22%
161,270
+13,003
118
$23.7M 0.22%
246,067
+7,708
119
$23.7M 0.22%
115,172
-76,852
120
$22.7M 0.21%
318,842
+10,547
121
$22.6M 0.21%
174,170
+5,260
122
$21.8M 0.2%
121,537
+3,514
123
$21.8M 0.2%
139,323
+2,248
124
$21.4M 0.2%
2,135,235
+169,114
125
$21.2M 0.2%
48,858
+1,079
3 4
5
6 7