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
126
$13.6M 0.18%
509,952
+10,072
127
$13.2M 0.17%
169,143
+36,921
128
$13.1M 0.17%
30,096
-1,775
129
$13M 0.17%
64,795
-30,514
130
$12.4M 0.16%
43,243
+70
131
$11.9M 0.15%
124,959
-21,372
132
$11.9M 0.15%
207,308
+5,087
133
$11.8M 0.15%
322,169
+64,030
134
$11.6M 0.15%
165,802
-68,958
135
$11.5M 0.15%
101,918
+2,220
136
$11.3M 0.15%
316,036
+1,806
137
$11.2M 0.15%
46,609
+1,888
138
$10.9M 0.14%
187,761
+54,673
139
$10.8M 0.14%
21,276
+402
140
$10.8M 0.14%
117,835
+114,626
141
$10.8M 0.14%
28,771
+645
142
$10.8M 0.14%
215,735
+10,545
143
$10.7M 0.14%
19,154
+577
144
$10.5M 0.14%
45,492
-21,779
145
$10.3M 0.13%
34,536
+1,082
146
$10.2M 0.13%
114,791
+3,592
147
$9.8M 0.13%
439,747
-321,047
148
$9.56M 0.12%
207,872
-2,848
149
$9.46M 0.12%
24,531
+222
150
$9.4M 0.12%
85,567
+2,743
4 5
6
7 8