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
176
$5.39M 0.07%
123,095
+60,281
177
$5.26M 0.07%
+141,510
178
$5.19M 0.07%
21,097
+1,510
179
$5.14M 0.07%
179,720
-3,407
180
$5.1M 0.07%
47,099
-3,376
181
$5.07M 0.07%
+18,686
182
$5M 0.06%
103,269
-3,223
183
$4.99M 0.06%
66,415
-14,709
184
$4.96M 0.06%
+52,451
185
$4.92M 0.06%
42,951
-2,588
186
$4.88M 0.06%
28,780
+1,522
187
$4.81M 0.06%
23,706
+1,695
188
$4.78M 0.06%
115,067
-5,141
189
$4.75M 0.06%
74,617
-1,349
190
$4.73M 0.06%
116,870
+676
191
$4.57M 0.06%
22,531
+21,380
192
$4.57M 0.06%
48,438
-59
193
$4.51M 0.06%
32,867
+396
194
$4.42M 0.06%
35,538
+13,201
195
$4.38M 0.06%
+24,326
196
$4.36M 0.06%
58,970
-1,745
197
$4.25M 0.06%
87,358
+24,682
198
$4.24M 0.05%
+56,799
199
$4.17M 0.05%
+62,116
200
$4.13M 0.05%
68,561
-9,828
6 7
8
9 10