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
501
$318K ﹤0.01%
722
+17
502
$314K ﹤0.01%
4,269
-2,740
503
$311K ﹤0.01%
28,813
-11,713
504
$309K ﹤0.01%
9,219
+2,509
505
$309K ﹤0.01%
2,682
-2,560
506
$309K ﹤0.01%
13,549
+32
507
$307K ﹤0.01%
+39,624
508
$305K ﹤0.01%
6,161
-4
509
$304K ﹤0.01%
+1,970
510
$301K ﹤0.01%
1,935
-126
511
$298K ﹤0.01%
6,921
+1,165
512
$297K ﹤0.01%
1,308
513
$296K ﹤0.01%
1,485
-7,682
514
$294K ﹤0.01%
16,915
+1,990
515
$289K ﹤0.01%
28,187
-7,292
516
$288K ﹤0.01%
12,777
-351
517
$286K ﹤0.01%
+1,120
518
$279K ﹤0.01%
1,478
-143
519
$279K ﹤0.01%
3,917
-43,694
520
$276K ﹤0.01%
8,247
521
$275K ﹤0.01%
11,679
+663
522
$275K ﹤0.01%
17,774
523
$272K ﹤0.01%
731
+113
524
$272K ﹤0.01%
+42,558
525
$270K ﹤0.01%
2,692
-12
19 20
21
22 23