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
426
$647K 0.01%
4,688
+2,827
427
$638K 0.01%
2,407
+213
428
$631K 0.01%
+22,200
429
$631K 0.01%
246,830
+17,417
430
$626K 0.01%
7,200
+812
431
$616K 0.01%
3,513
-269
432
$615K 0.01%
8,910
-6
433
$611K 0.01%
+27,476
434
$609K 0.01%
20,188
+3,628
435
$601K 0.01%
32,941
436
$583K 0.01%
15,488
-3,145
437
$581K 0.01%
9,267
438
$577K 0.01%
5,624
+489
439
$576K 0.01%
9,001
+501
440
$566K 0.01%
16,550
-19,015
441
$558K 0.01%
6,883
-117,023
442
$557K 0.01%
16,915
443
$551K 0.01%
5,140
+1,931
444
$538K 0.01%
21,460
445
$537K 0.01%
20,899
+2,102
446
$537K 0.01%
+16,281
447
$537K 0.01%
1,293
+4
448
$533K 0.01%
27,066
-2,217
449
$531K 0.01%
14,279
+6,685
450
$528K 0.01%
15,141
+184
16 17
18
19 20