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
376
$104K 0.01%
+2,085
377
$102K 0.01%
318
-4
378
$100K 0.01%
3,457
-17
379
$100K 0.01%
629
+404
380
$99K 0.01%
302
-545
381
$98K 0.01%
+1,820
382
$96K 0.01%
3,012
-601
383
$96K 0.01%
2,527
-177
384
$96K 0.01%
1,265
-9,460
385
$95K 0.01%
3,368
386
$93K 0.01%
2,521
+475
387
$91K 0.01%
723
388
$90K 0.01%
465
-185
389
$90K 0.01%
934
+16
390
$90K 0.01%
1,593
-168
391
$88K 0.01%
571
+23
392
$87K 0.01%
2,716
+444
393
$87K 0.01%
2,437
+239
394
$86K 0.01%
1,174
395
$84K 0.01%
487
-148
396
$84K 0.01%
1,005
397
$83K 0.01%
2,000
398
$82K 0.01%
392
-61
399
$82K 0.01%
233
+5
400
$81K 0.01%
2,992
+788
14 15
16
17 18