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
126
$21M 0.2%
123,125
+1,081
127
$20.7M 0.19%
37,802
+35,881
128
$20.6M 0.19%
+481,926
129
$20.6M 0.19%
41,435
+1,724
130
$19.8M 0.19%
192,791
-22,565
131
$19.7M 0.18%
179,267
-72,850
132
$19.4M 0.18%
212,011
+6,614
133
$19.4M 0.18%
256,874
+7,535
134
$18.9M 0.18%
112,708
+3,908
135
$18.9M 0.18%
81,046
+2,804
136
$18.6M 0.17%
169,290
+10,187
137
$17.9M 0.17%
252,017
+10,460
138
$17.1M 0.16%
386,591
+10,919
139
$17.1M 0.16%
163,015
+3,818
140
$16.7M 0.16%
153,595
+14,948
141
$16.7M 0.16%
38,073
+3,679
142
$16.1M 0.15%
164,530
+3,058
143
$15.9M 0.15%
144,146
+3,343
144
$15.9M 0.15%
260,050
+9,085
145
$15.5M 0.15%
77,654
+75,235
146
$15M 0.14%
30,217
+626
147
$14.4M 0.13%
68,462
+2,081
148
$14.1M 0.13%
70,939
+3,293
149
$14M 0.13%
45,013
+1,512
150
$13.9M 0.13%
26,105
+775
4 5
6
7 8