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
451
$523K 0.01%
8,226
+329
452
$522K 0.01%
5,774
+1,213
453
$511K 0.01%
59,612
454
$507K 0.01%
+1,512
455
$505K 0.01%
22,679
+772
456
$502K 0.01%
32,846
-5,449
457
$497K 0.01%
10,846
+42
458
$497K 0.01%
4,442
-1,745
459
$492K 0.01%
6,992
+3,020
460
$485K 0.01%
+4,642
461
$484K 0.01%
11,847
+754
462
$470K 0.01%
22,848
+3,907
463
$467K 0.01%
+6,912
464
$465K 0.01%
8,421
+2,236
465
$462K 0.01%
10,941
466
$459K 0.01%
1,685
+288
467
$457K 0.01%
14,091
-1,125
468
$453K 0.01%
10,403
-12,704
469
$424K 0.01%
2,038
-2,302
470
$420K 0.01%
6,174
-500
471
$415K 0.01%
14,188
472
$415K 0.01%
23,366
473
$411K 0.01%
3,942
+66
474
$408K 0.01%
18,442
-144
475
$403K 0.01%
829
-14
17 18
19
20 21