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
201
$4.13M 0.05%
60,568
+1,375
202
$4.07M 0.05%
+90,975
203
$3.99M 0.05%
65,925
-3,780
204
$3.76M 0.05%
157,223
+11,651
205
$3.74M 0.05%
111,142
-5,518
206
$3.67M 0.05%
31,043
-6,206
207
$3.56M 0.05%
72,290
-8,484
208
$3.55M 0.05%
+42,772
209
$3.55M 0.05%
1,397
-121
210
$3.52M 0.05%
13,808
-484
211
$3.51M 0.05%
9,808
+3,358
212
$3.49M 0.05%
20,880
+1,066
213
$3.42M 0.04%
53,700
-2,833
214
$3.28M 0.04%
16,488
-4,431
215
$3.27M 0.04%
8,657
-524
216
$3.26M 0.04%
21,071
-1,702
217
$3.22M 0.04%
35,742
-1,879
218
$3.21M 0.04%
340,443
-18,527
219
$3.18M 0.04%
107,903
-4,002
220
$3.16M 0.04%
115,400
-11,880
221
$3.13M 0.04%
9,982
-500
222
$3.11M 0.04%
+28,618
223
$3.08M 0.04%
41,865
-1,785
224
$3.05M 0.04%
15,100
-560
225
$3.03M 0.04%
90,873
-13,331
7 8
9
10 11