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
276
$2.08M 0.03%
+63,856
277
$2.04M 0.03%
50,492
-2,073
278
$2.02M 0.03%
44,019
-1,437
279
$2.01M 0.03%
209,107
-8,381
280
$2.01M 0.03%
26,974
-806
281
$2M 0.03%
118,635
-24,690
282
$2M 0.03%
39,780
-2,324
283
$1.99M 0.03%
19,171
+268
284
$1.99M 0.03%
73,739
-12,992
285
$1.99M 0.03%
11,494
+229
286
$1.96M 0.03%
182,803
+47,260
287
$1.93M 0.03%
22,306
-812
288
$1.92M 0.02%
17,652
-170
289
$1.89M 0.02%
42,529
-1,731
290
$1.88M 0.02%
65,728
-4,305
291
$1.78M 0.02%
29,881
-100
292
$1.77M 0.02%
7,322
-215
293
$1.77M 0.02%
58,342
+2,047
294
$1.76M 0.02%
56,186
-1,027
295
$1.76M 0.02%
13,090
+8,444
296
$1.75M 0.02%
12,244
-109
297
$1.75M 0.02%
40,145
-1,855
298
$1.73M 0.02%
14,940
299
$1.71M 0.02%
17,060
-444
300
$1.71M 0.02%
+152,430
10 11
12
13 14