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
526
$268K ﹤0.01%
3,940
+449
527
$267K ﹤0.01%
584
-637
528
$266K ﹤0.01%
5,199
+194
529
$265K ﹤0.01%
14,739
+7
530
$263K ﹤0.01%
5,520
-341
531
$263K ﹤0.01%
1,735
532
$262K ﹤0.01%
21,750
533
$257K ﹤0.01%
1,907
-329
534
$255K ﹤0.01%
6,954
535
$254K ﹤0.01%
1,079
536
$252K ﹤0.01%
2,342
537
$252K ﹤0.01%
1,651
-326
538
$252K ﹤0.01%
1,563
+137
539
$249K ﹤0.01%
424
+64
540
$249K ﹤0.01%
+5,278
541
$245K ﹤0.01%
+1,248
542
$245K ﹤0.01%
+5,604
543
$244K ﹤0.01%
+7,887
544
$243K ﹤0.01%
3,209
-20
545
$242K ﹤0.01%
+79
546
$236K ﹤0.01%
+2,292
547
$236K ﹤0.01%
213
-1,245
548
$235K ﹤0.01%
7,041
-4,796
549
$233K ﹤0.01%
10,911
550
$230K ﹤0.01%
4,901
-1,381
20 21
22
23 24