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
$7.72B
AUM Growth
-$244M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
728
New
Increased
Reduced
Closed

Top Buys

1
+$51.8M
2
+$41.3M
3
+$35.6M
4
UPS icon
United Parcel Service
UPS
+$26.7M
5
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$23.4M

Top Sells

1
+$50.5M
2
+$42.1M
3
+$34.6M
4
MRK icon
Merck
MRK
+$31.5M
5
RTX icon
RTX Corp
RTX
+$18.6M

Sector Composition

1 Technology 20.51%
2 Financials 13.8%
3 Healthcare 11.94%
4 Consumer Staples 9.58%
5 Industrials 9.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.01M 0.04%
37,412
-4,126
227
$3.01M 0.04%
33,732
-1,877
228
$3M 0.04%
36,828
-2,395
229
$2.93M 0.04%
+54,075
230
$2.84M 0.04%
21,682
-911
231
$2.82M 0.04%
6,448
-849
232
$2.81M 0.04%
19,632
-27,651
233
$2.81M 0.04%
10,559
+1,110
234
$2.79M 0.04%
8,114
-19,966
235
$2.75M 0.04%
104,918
+54,788
236
$2.73M 0.04%
22,736
-609
237
$2.7M 0.04%
13,912
-703
238
$2.69M 0.03%
24,652
-1,160
239
$2.68M 0.03%
26,015
-510
240
$2.64M 0.03%
78,922
+3,173
241
$2.63M 0.03%
17,558
-117
242
$2.62M 0.03%
97,394
-4,625
243
$2.62M 0.03%
51,980
-1,341
244
$2.61M 0.03%
44,360
+27,489
245
$2.6M 0.03%
63,028
-6,546
246
$2.58M 0.03%
80,697
-2,740
247
$2.57M 0.03%
87,620
-2,732
248
$2.45M 0.03%
32,532
-1,323
249
$2.4M 0.03%
30,145
-2,031
250
$2.38M 0.03%
+73,289
8 9
10
11 12