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
476
$400K 0.01%
14,729
+5,529
477
$395K 0.01%
13,686
-10
478
$388K 0.01%
6,256
-1
479
$388K 0.01%
1,699
+227
480
$384K 0.01%
9,399
+1,241
481
$374K ﹤0.01%
915
+11
482
$370K ﹤0.01%
+19,709
483
$369K ﹤0.01%
+4,715
484
$364K ﹤0.01%
12,561
-1,106
485
$363K ﹤0.01%
11,193
-15,872
486
$358K ﹤0.01%
35,271
+90
487
$358K ﹤0.01%
9,670
488
$354K ﹤0.01%
9,037
-6,443
489
$352K ﹤0.01%
2,657
-23,120
490
$348K ﹤0.01%
10,226
-6,147
491
$346K ﹤0.01%
3,805
+77
492
$343K ﹤0.01%
+8,644
493
$332K ﹤0.01%
18,248
-124
494
$327K ﹤0.01%
30,402
-16,776
495
$327K ﹤0.01%
40,042
+6,092
496
$326K ﹤0.01%
+19,508
497
$326K ﹤0.01%
+9,247
498
$325K ﹤0.01%
39,817
+5,407
499
$322K ﹤0.01%
898
-47
500
$318K ﹤0.01%
1,168
-308
18 19
20
21 22