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
176
$8.77M 0.08%
150,302
-936
177
$8.64M 0.08%
+109,166
178
$8.57M 0.08%
192,256
+7,515
179
$8.56M 0.08%
118,524
-68,749
180
$8.55M 0.08%
112,724
+4,232
181
$8.33M 0.08%
302,077
+4,099
182
$8.07M 0.08%
81,768
-2,785
183
$8.05M 0.08%
+193,467
184
$8.03M 0.07%
30,565
-1,703
185
$8.02M 0.07%
241,385
+5,688
186
$7.87M 0.07%
131,654
-767
187
$7.7M 0.07%
+38,425
188
$7.41M 0.07%
+180,464
189
$7.07M 0.07%
85,692
-21,489
190
$7.04M 0.07%
175,721
+4,099
191
$7.02M 0.07%
+364,173
192
$6.98M 0.07%
37,229
+114
193
$6.92M 0.06%
89,116
+3,009
194
$6.85M 0.06%
58,679
+49,017
195
$6.81M 0.06%
145,751
+2,388
196
$6.73M 0.06%
105,519
+24,437
197
$6.7M 0.06%
+36,632
198
$6.48M 0.06%
238,496
+55,723
199
$6.48M 0.06%
+318,817
200
$6.45M 0.06%
27,888
-1,894
6 7
8
9 10