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
376
$982K 0.01%
23,820
+1,436
377
$980K 0.01%
11,657
+949
378
$952K 0.01%
10,790
-541
379
$929K 0.01%
+23,419
380
$918K 0.01%
16,548
+3
381
$916K 0.01%
15,548
-776
382
$913K 0.01%
33,394
+2,341
383
$903K 0.01%
89,203
+4,132
384
$900K 0.01%
47,716
+1,688
385
$895K 0.01%
24,078
+887
386
$891K 0.01%
+21,234
387
$887K 0.01%
41,797
+1,332
388
$882K 0.01%
41,022
-31,613
389
$875K 0.01%
5,338
+531
390
$869K 0.01%
5,110
-71,138
391
$857K 0.01%
54,024
+5,806
392
$847K 0.01%
31,381
+848
393
$845K 0.01%
+138,024
394
$834K 0.01%
19,078
-651
395
$827K 0.01%
+77,551
396
$825K 0.01%
61,405
+378
397
$813K 0.01%
17,576
+1,810
398
$810K 0.01%
16,400
-571
399
$804K 0.01%
4,476
+358
400
$800K 0.01%
25,814
+6,269
14 15
16
17 18