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
576
$183K ﹤0.01%
15,937
577
$174K ﹤0.01%
+20,167
578
$173K ﹤0.01%
+27,666
579
$161K ﹤0.01%
+20,038
580
$155K ﹤0.01%
+10,667
581
$145K ﹤0.01%
+12,923
582
$132K ﹤0.01%
21,646
583
$128K ﹤0.01%
+12,000
584
$121K ﹤0.01%
+23,603
585
$101K ﹤0.01%
13,009
586
$96.6K ﹤0.01%
+14,358
587
$93.4K ﹤0.01%
+11,690
588
$83.7K ﹤0.01%
+11,738
589
$66.8K ﹤0.01%
+13,918
590
$64.8K ﹤0.01%
+14,283
591
$61.6K ﹤0.01%
10,394
-38,085
592
$53.2K ﹤0.01%
12,121
-10,971
593
$34.5K ﹤0.01%
24,295
-13,179
594
$34.1K ﹤0.01%
21,295
+8,145
595
$29.5K ﹤0.01%
10,662
596
$28.2K ﹤0.01%
+2
597
$22.2K ﹤0.01%
+55,481
598
$12.3K ﹤0.01%
+119
599
$2.65K ﹤0.01%
+600
600
– –
-4,209
22 23
24
25 26