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
$1.45B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$32.3M
3
+$30.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.3M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$19M

Top Sells

1
+$7.83M
2
+$7.14M
3
+$4.67M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.74M
5
AMGN icon
Amgen
AMGN
+$2.75M

Sector Composition

1 Technology 11.17%
2 Healthcare 6.69%
3 Financials 5.11%
4 Industrials 3.97%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$171K 0.01%
3,921
-291
327
$167K 0.01%
4,309
-465
328
$167K 0.01%
977
-2,082
329
$164K 0.01%
1,174
+2
330
$161K 0.01%
1,486
-10
331
$161K 0.01%
5,579
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332
$157K 0.01%
1,544
+153
333
$153K 0.01%
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-1,898
334
$153K 0.01%
729
-13
335
$151K 0.01%
717
+16
336
$150K 0.01%
+1,557
337
$149K 0.01%
+1,412
338
$146K 0.01%
2,308
-292
339
$141K 0.01%
299
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340
$140K 0.01%
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341
$139K 0.01%
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344
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820
345
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2,328
346
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6,000
347
$127K 0.01%
977
348
$125K 0.01%
495
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349
$124K 0.01%
1,848
-27
350
$122K 0.01%
760
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12 13
14
15 16