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
251
$2.37M 0.03%
64,650
-5,250
252
$2.37M 0.03%
16,000
-787
253
$2.31M 0.03%
22,151
-775
254
$2.31M 0.03%
64,786
-22,377
255
$2.3M 0.03%
+152,461
256
$2.3M 0.03%
72,609
-13,487
257
$2.29M 0.03%
14,676
-643
258
$2.28M 0.03%
5,811
-199
259
$2.26M 0.03%
+23,129
260
$2.25M 0.03%
309,950
+299,859
261
$2.23M 0.03%
+15,254
262
$2.21M 0.03%
11,819
-1,322
263
$2.2M 0.03%
6,425
-100
264
$2.19M 0.03%
8,955
+1,885
265
$2.17M 0.03%
38,227
-730
266
$2.17M 0.03%
50,429
+2,419
267
$2.16M 0.03%
30,255
-4,381
268
$2.15M 0.03%
83,191
-3,168
269
$2.13M 0.03%
+69,555
270
$2.12M 0.03%
+21,512
271
$2.11M 0.03%
49,954
+45,247
272
$2.11M 0.03%
47,058
-3,880
273
$2.1M 0.03%
27,635
-1,753
274
$2.08M 0.03%
19,479
-15,549
275
$2.08M 0.03%
5,209
+40
9 10
11
12 13