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
$999M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.66M
3
+$4.29M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.11M

Top Sells

1
+$16.8M
2
+$11.7M
3
+$3.21M
4
ABBV icon
AbbVie
ABBV
+$2.12M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M

Sector Composition

1 Technology 9.51%
2 Healthcare 8.25%
3 Financials 4.93%
4 Consumer Staples 4.12%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$299K 0.03%
1,510
+180
277
$297K 0.03%
7,747
+1,166
278
$282K 0.03%
+1,550
279
$281K 0.03%
1,066
+69
280
$280K 0.03%
6,912
-7,548
281
$279K 0.03%
1,025
+63
282
$274K 0.03%
1,133
+356
283
$274K 0.03%
4,364
-1,497
284
$274K 0.03%
1,391
285
$272K 0.03%
10,169
+1,164
286
$270K 0.03%
7,326
+1,957
287
$266K 0.03%
4,543
288
$265K 0.03%
1,912
+491
289
$263K 0.03%
8,986
+1,590
290
$263K 0.03%
1,061
+201
291
$257K 0.03%
12,223
+3,360
292
$252K 0.03%
2,121
-4
293
$251K 0.03%
1,917
294
$251K 0.03%
1,275
-3,213
295
$243K 0.02%
2,421
296
$239K 0.02%
3,381
+184
297
$235K 0.02%
3,888
298
$234K 0.02%
2,248
-53
299
$229K 0.02%
2,948
-1,456
300
$227K 0.02%
2,450
-122
10 11
12
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