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
101
$19.6M 0.25%
106,187
+2,688
102
$19.6M 0.25%
34,692
-511
103
$18.8M 0.24%
253,801
+3,856
104
$18.8M 0.24%
134,193
+2,829
105
$18.7M 0.24%
159,832
+3,166
106
$18.5M 0.24%
48,993
+1,181
107
$17.4M 0.23%
82,648
-29
108
$17.4M 0.23%
170,266
-6,520
109
$17.1M 0.22%
54,220
+1,668
110
$17.1M 0.22%
33,756
+746
111
$16.5M 0.21%
131,485
-56
112
$16.1M 0.21%
49,062
+2,146
113
$15.9M 0.21%
120,892
+118
114
$15.9M 0.21%
150,291
+4,622
115
$15.7M 0.2%
586,560
-5,179
116
$15.4M 0.2%
150,037
-53,997
117
$15.4M 0.2%
505,885
-111,790
118
$15.2M 0.2%
38,464
+524
119
$15.2M 0.2%
118,367
+1,222
120
$14.9M 0.19%
208,568
+625
121
$14.7M 0.19%
53,808
+1,383
122
$14.4M 0.19%
247,733
-869,640
123
$14.4M 0.19%
45,745
+412
124
$14M 0.18%
165,132
+68,056
125
$13.9M 0.18%
150,448
+59,373
3 4
5
6 7