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
351
$1.16M 0.02%
5,690
-64
352
$1.15M 0.02%
+31,458
353
$1.15M 0.01%
53,706
-8,958
354
$1.14M 0.01%
40,780
+475
355
$1.13M 0.01%
+13,699
356
$1.12M 0.01%
49,997
+1,097
357
$1.12M 0.01%
+34,129
358
$1.11M 0.01%
59,158
+414
359
$1.1M 0.01%
9,106
-3,737
360
$1.08M 0.01%
31,782
+993
361
$1.08M 0.01%
44,268
+27,170
362
$1.08M 0.01%
+12,140
363
$1.07M 0.01%
11,926
+993
364
$1.07M 0.01%
+18,923
365
$1.05M 0.01%
5,840
-337
366
$1.05M 0.01%
4,484
+860
367
$1.05M 0.01%
89,998
-3,384
368
$1.03M 0.01%
22,919
+88
369
$1.03M 0.01%
47,752
-1,840
370
$1.03M 0.01%
41,375
+876
371
$1.03M 0.01%
10,892
+226
372
$1.02M 0.01%
+34,312
373
$1.02M 0.01%
26,739
-20,122
374
$1.01M 0.01%
21,975
+1,289
375
$992K 0.01%
32,357
-2,232
13 14
15
16 17