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
151
$8.74M 0.11%
135,877
+8,396
152
$8.33M 0.11%
61,031
-8,014
153
$8.28M 0.11%
21,853
+20,844
154
$8.2M 0.11%
442,531
-28,983
155
$8.07M 0.1%
239,943
+4,634
156
$7.98M 0.1%
50,640
+2,223
157
$7.97M 0.1%
52,528
+20,883
158
$7.95M 0.1%
70,801
+2,332
159
$7.59M 0.1%
109,412
+699
160
$7.44M 0.1%
49,894
+11,389
161
$7.19M 0.09%
24,615
+783
162
$7.12M 0.09%
168,291
+1,005
163
$7.08M 0.09%
199,138
+177,218
164
$7.02M 0.09%
+42,138
165
$6.8M 0.09%
90,058
+350
166
$6.78M 0.09%
215,505
+53,882
167
$6.56M 0.09%
18,733
-4
168
$6.23M 0.08%
153,789
+2,599
169
$6.15M 0.08%
36,719
-3,122
170
$6.12M 0.08%
54,171
+34,004
171
$6.02M 0.08%
+57,428
172
$5.97M 0.08%
35,955
-2,528
173
$5.91M 0.08%
+39,353
174
$5.85M 0.08%
35,029
-2,191
175
$5.74M 0.07%
81,787
+10,980
5 6
7
8 9