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
376
$60K 0.01%
8,576
+38
377
$59K 0.01%
1,478
-159
378
$59K 0.01%
+3,700
379
$58K 0.01%
3,444
-60
380
$58K 0.01%
1,517
381
$58K 0.01%
+1,706
382
$58K 0.01%
2,000
383
$58K 0.01%
1,424
-11
384
$58K 0.01%
2,976
-1,948
385
$57K 0.01%
1,581
-5
386
$57K 0.01%
+2,460
387
$57K 0.01%
+1,732
388
$57K 0.01%
+2,784
389
$57K 0.01%
162
390
$57K 0.01%
+699
391
$56K 0.01%
+686
392
$56K 0.01%
1,522
-540
393
$56K 0.01%
1,640
394
$56K 0.01%
+355
395
$55K 0.01%
+2,097
396
$55K 0.01%
1,792
397
$54K 0.01%
+4,510
398
$54K 0.01%
646
+36
399
$54K 0.01%
+6,430
400
$54K 0.01%
632
-19
14 15
16
17 18