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
76
$26.6M 0.34%
289,276
-87,561
77
$26.2M 0.34%
130,968
+154
78
$25.7M 0.33%
83,649
+1,362
79
$24.9M 0.32%
126,634
+4,141
80
$24.8M 0.32%
71,650
-7,519
81
$24.6M 0.32%
651,660
+17,230
82
$24.5M 0.32%
193,156
-59,896
83
$24.5M 0.32%
164,025
+5,318
84
$23.7M 0.31%
315,588
+8,604
85
$23.6M 0.31%
256,968
+58,149
86
$23.4M 0.3%
+975,430
87
$22.9M 0.3%
553,344
-1,308
88
$22.5M 0.29%
1,227,307
-4,802
89
$22.3M 0.29%
25,730
-422
90
$22.3M 0.29%
67,554
+1,437
91
$21.5M 0.28%
472,785
-3,934
92
$21.4M 0.28%
2,055,604
-15,621
93
$21.3M 0.28%
79,168
+927
94
$21.2M 0.27%
133,026
+2,680
95
$21.1M 0.27%
147,913
+4,059
96
$20.6M 0.27%
290,573
+9,046
97
$20.3M 0.26%
494,079
-2,520
98
$20.3M 0.26%
345,297
+6,340
99
$20.1M 0.26%
167,324
+3,884
100
$19.7M 0.26%
428,390
+13,905
2 3
4
5 6