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
351
$120K 0.01%
1,427
352
$117K 0.01%
33
353
$112K 0.01%
969
+148
354
$109K 0.01%
1,205
+1
355
$107K 0.01%
1,057
+10
356
$104K 0.01%
484
+94
357
$104K 0.01%
433
358
$103K 0.01%
1,333
+1,192
359
$103K 0.01%
271
360
$103K 0.01%
421
+38
361
$100K 0.01%
1,372
-209
362
$98.8K 0.01%
539
-1
363
$97.5K 0.01%
1,182
+162
364
$96.6K 0.01%
1,376
+72
365
$96.3K 0.01%
1,636
+76
366
$95.5K 0.01%
2,968
367
$90.9K 0.01%
228
-11
368
$84.6K 0.01%
3,368
369
$84.6K 0.01%
938
370
$82.9K 0.01%
1,639
+1,605
371
$81.7K 0.01%
1,473
372
$81.7K 0.01%
+871
373
$81.4K 0.01%
211
+2
374
$80.7K 0.01%
178
+8
375
$78.9K 0.01%
1,373
13 14
15
16 17