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
201
$6.35M 0.06%
96,742
+3,678
202
$6.18M 0.06%
67,218
-1,021
203
$6.01M 0.06%
+22,262
204
$5.88M 0.05%
+177,156
205
$5.77M 0.05%
20,008
-545
206
$5.75M 0.05%
28,529
-2,232
207
$5.71M 0.05%
70,116
-4,261
208
$5.55M 0.05%
134,144
-420
209
$5.52M 0.05%
39,732
+153
210
$5.43M 0.05%
73,237
+900
211
$5.4M 0.05%
88,746
+28,294
212
$5.34M 0.05%
459,221
-17,985
213
$5.25M 0.05%
114,953
-3,632
214
$5.11M 0.05%
134,231
+1,876
215
$5.04M 0.05%
253,792
-870
216
$4.98M 0.05%
18,892
+394
217
$4.97M 0.05%
56,614
-1,976
218
$4.95M 0.05%
23,881
+5,019
219
$4.91M 0.05%
62,221
-12,122
220
$4.87M 0.05%
167,744
+290
221
$4.84M 0.05%
+48,607
222
$4.83M 0.05%
206,414
+925
223
$4.69M 0.04%
175,753
+6,758
224
$4.63M 0.04%
27,807
+578
225
$4.56M 0.04%
21,964
+726
7 8
9
10 11