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
151
$13.2M 0.12%
289,309
+182,188
152
$13.1M 0.12%
+52,944
153
$12.9M 0.12%
495,233
+10,685
154
$12.8M 0.12%
+502,249
155
$12.7M 0.12%
110,973
+2,937
156
$12.6M 0.12%
63,640
+13,218
157
$12.3M 0.11%
65,259
-175,621
158
$11.7M 0.11%
189,281
+14,480
159
$11.6M 0.11%
70,729
+4,460
160
$11.5M 0.11%
102,198
+2,957
161
$11.4M 0.11%
+116,024
162
$11.1M 0.1%
150,538
+2,810
163
$11M 0.1%
+380,609
164
$10.3M 0.1%
175,583
+16,573
165
$10.2M 0.09%
151,097
+4,283
166
$10.1M 0.09%
70,966
+1,551
167
$10.1M 0.09%
36,430
+34,710
168
$9.81M 0.09%
295,668
+8,684
169
$9.76M 0.09%
+36,486
170
$9.48M 0.09%
92,249
-77,574
171
$9.36M 0.09%
202,133
+10,261
172
$9.15M 0.09%
155,843
+2,391
173
$9.14M 0.09%
+39,463
174
$8.98M 0.08%
+164,663
175
$8.85M 0.08%
13,153
+22
5 6
7
8 9