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
301
$1.7M 0.02%
+42,847
302
$1.69M 0.02%
10,586
+99
303
$1.68M 0.02%
26,949
-1,500
304
$1.67M 0.02%
23,267
+6,667
305
$1.66M 0.02%
+33,940
306
$1.61M 0.02%
49,906
+27,461
307
$1.61M 0.02%
11,206
+251
308
$1.6M 0.02%
87,162
-1,153
309
$1.59M 0.02%
+17,075
310
$1.57M 0.02%
+21,474
311
$1.55M 0.02%
+67,218
312
$1.55M 0.02%
7,788
-868
313
$1.54M 0.02%
17,061
+166
314
$1.53M 0.02%
16,597
-55,333
315
$1.52M 0.02%
49,819
-366
316
$1.52M 0.02%
40,497
+186
317
$1.51M 0.02%
53,970
+533
318
$1.47M 0.02%
18,338
+660
319
$1.45M 0.02%
52,615
+34,555
320
$1.44M 0.02%
+4,725
321
$1.43M 0.02%
24,853
+726
322
$1.43M 0.02%
+143,232
323
$1.42M 0.02%
95,161
+4,961
324
$1.4M 0.02%
+109,438
325
$1.39M 0.02%
20,351
-21,154
11 12
13
14 15