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
551
$230K ﹤0.01%
3,614
-101
552
$230K ﹤0.01%
+2,939
553
$228K ﹤0.01%
6,125
+2
554
$228K ﹤0.01%
+2,249
555
$226K ﹤0.01%
1,574
-28,084
556
$225K ﹤0.01%
7,286
557
$223K ﹤0.01%
512
-18,525
558
$221K ﹤0.01%
+363
559
$220K ﹤0.01%
1,091
-2,508
560
$219K ﹤0.01%
316
-15,351
561
$219K ﹤0.01%
4,131
-1,190
562
$219K ﹤0.01%
+10,290
563
$217K ﹤0.01%
2,017
-65,165
564
$216K ﹤0.01%
+5,971
565
$215K ﹤0.01%
+2,665
566
$211K ﹤0.01%
1,832
+3
567
$209K ﹤0.01%
1,440
-1,180
568
$209K ﹤0.01%
+2,985
569
$209K ﹤0.01%
2,037
-8,074
570
$206K ﹤0.01%
+1,077
571
$204K ﹤0.01%
5,454
-6
572
$204K ﹤0.01%
+4,812
573
$200K ﹤0.01%
981
-160
574
$190K ﹤0.01%
49,900
575
$183K ﹤0.01%
19,219
21 22
23
24 25