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
326
$1.39M 0.02%
13,855
+170
327
$1.35M 0.02%
11,509
-983
328
$1.35M 0.02%
5,588
-1,727
329
$1.35M 0.02%
13,108
-286
330
$1.34M 0.02%
19,388
+4,664
331
$1.32M 0.02%
26,536
-3,637
332
$1.31M 0.02%
20,997
+812
333
$1.28M 0.02%
6,012
+2,637
334
$1.27M 0.02%
23,442
+3,482
335
$1.25M 0.02%
34,122
+1,926
336
$1.25M 0.02%
24,538
-2,203
337
$1.25M 0.02%
+7,669
338
$1.25M 0.02%
13,838
+1,117
339
$1.25M 0.02%
34,755
-1,938
340
$1.22M 0.02%
19,506
-442
341
$1.22M 0.02%
7,994
+425
342
$1.22M 0.02%
17,679
+9,778
343
$1.22M 0.02%
29,916
-174
344
$1.21M 0.02%
66,618
+1,966
345
$1.21M 0.02%
118,145
+5,560
346
$1.21M 0.02%
20,573
-1,534
347
$1.2M 0.02%
9,635
+429
348
$1.2M 0.02%
7,025
-3
349
$1.19M 0.02%
69,441
+3,038
350
$1.19M 0.02%
9,970
-598
12 13
14
15 16