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
401
$799K 0.01%
15,334
+5,237
402
$792K 0.01%
1,844
-146
403
$771K 0.01%
58,199
-394
404
$764K 0.01%
19,116
+934
405
$726K 0.01%
9,458
+731
406
$714K 0.01%
5,041
-17,987
407
$705K 0.01%
4,977
+2
408
$700K 0.01%
41,825
+447
409
$685K 0.01%
3,997
+446
410
$679K 0.01%
4,864
-35
411
$676K 0.01%
3,827
+2,219
412
$670K 0.01%
+35,444
413
$667K 0.01%
+20,904
414
$666K 0.01%
3,854
+371
415
$665K 0.01%
4,566
-335
416
$664K 0.01%
24,183
-886
417
$664K 0.01%
7,008
+48
418
$662K 0.01%
15,945
+999
419
$659K 0.01%
+9,549
420
$658K 0.01%
3,233
-769
421
$658K 0.01%
24,146
-906
422
$655K 0.01%
8,048
+1,393
423
$652K 0.01%
7,726
+2,738
424
$650K 0.01%
+7,535
425
$649K 0.01%
+12,899
15 16
17
18 19