We are live on ! Find out more
ZIM

Zacks Investment Management Portfolio holdings

AUM $12.5B
1-Year Est. Return 29.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.36%
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
+$54.1M
2
+$42.8M
3
+$36.8M
4
UPS icon
United Parcel Service
UPS
+$29.5M
5
ZECP icon
Zacks Earnings Consistent Portfolio ETF
ZECP
+$24.4M

Top Sells

1
+$53.3M
2
+$45.1M
3
+$36M
4
MRK icon
Merck
MRK
+$33M
5
RTX icon
RTX Corp
RTX
+$22.1M

Sector Composition

1 Technology 20.51%
2 Financials 13.8%
3 Healthcare 11.94%
4 Consumer Staples 9.58%
5 Industrials 9.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
– –
-207,858
702
– –
-4,529
703
– –
-6,269
704
– –
-20,408
705
– –
-14,234
706
– –
-1,062
707
– –
-13,408
708
– –
-66,432
709
– –
-11,168
710
– –
-14,073
711
– –
-55,801
712
– –
-13,179
713
– –
-1,660
714
– –
-20,174
715
– –
-10,846
716
– –
-19,766
717
– –
-20,780
718
– –
-21,332
719
– –
-22,008
720
– –
-10,051
721
– –
-28,744
722
– –
-4,349
723
– –
-52,613
724
– –
-6,028
725
– –
-6,700
26 27 28
29
30