ZB

Zions Bancorporation Portfolio holdings

AUM $1.59B
1-Year Est. Return 19.92%
This Quarter Est. Return
1 Year Est. Return
+19.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$619M
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$86.3M
2
+$78.3M
3
+$64.9M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.4M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$39.6M

Top Sells

1
+$17.9M
2
+$907K
3
+$808K
4
VZ icon
Verizon
VZ
+$605K
5
V icon
Visa
V
+$420K

Sector Composition

1 Energy 9.74%
2 Technology 3.79%
3 Healthcare 3.42%
4 Consumer Staples 3.28%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$161K 0.03%
+11,350
252
$161K 0.03%
+3,756
253
$159K 0.03%
1,597
+1,532
254
$159K 0.03%
+868
255
$158K 0.03%
+1,828
256
$158K 0.03%
4,277
+93
257
$157K 0.03%
+2,510
258
$155K 0.03%
884
-588
259
$154K 0.02%
88
-200
260
$153K 0.02%
3,054
-357,061
261
$148K 0.02%
1,557
-290
262
$147K 0.02%
6,000
263
$147K 0.02%
3,281
-799
264
$144K 0.02%
+5,516
265
$142K 0.02%
4,390
-60
266
$141K 0.02%
+2,584
267
$140K 0.02%
+2,592
268
$139K 0.02%
+2,504
269
$137K 0.02%
+2,637
270
$135K 0.02%
+2,222
271
$134K 0.02%
2,471
+138
272
$132K 0.02%
1,713
+31
273
$132K 0.02%
+3,605
274
$131K 0.02%
1,306
-476
275
$129K 0.02%
2,161
-108
9 10
11
12 13