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
351
$130K 0.01%
1,511
-11
352
$129K 0.01%
1,015
+10
353
$125K 0.01%
1,608
-480
354
$123K 0.01%
2,958
-1,074
355
$123K 0.01%
12,500
356
$122K 0.01%
2,870
+60
357
$121K 0.01%
1,277
-461
358
$121K 0.01%
3,560
359
$121K 0.01%
6,429
-462
360
$120K 0.01%
2,322
+317
361
$120K 0.01%
1,090
-65
362
$119K 0.01%
1,757
+12
363
$119K 0.01%
540
364
$118K 0.01%
1,389
-2,139
365
$115K 0.01%
1,503
+233
366
$114K 0.01%
3,332
-831
367
$114K 0.01%
2,262
+69
368
$114K 0.01%
1,272
-38
369
$112K 0.01%
935
+908
370
$112K 0.01%
4,457
+494
371
$110K 0.01%
447
-70
372
$110K 0.01%
1,037
+257
373
$106K 0.01%
1,193
+140
374
$105K 0.01%
1,718
-63
375
$105K 0.01%
790
-293
13 14
15
16 17