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
376
$78K 0.01%
1,030
-13,961
377
$74.4K 0.01%
330
378
$74K 0.01%
3,910
-10
379
$73.8K 0.01%
+386
380
$73.7K 0.01%
1,026
+6
381
$70.8K ﹤0.01%
1,029
-55
382
$70.1K ﹤0.01%
440
+7
383
$69.6K ﹤0.01%
482
384
$69.5K ﹤0.01%
672
385
$69.4K ﹤0.01%
506
+2
386
$67.8K ﹤0.01%
249
-1
387
$66.6K ﹤0.01%
474
-4
388
$66.2K ﹤0.01%
969
+83
389
$65.9K ﹤0.01%
352
-48
390
$65.3K ﹤0.01%
504
-4
391
$65.2K ﹤0.01%
491
392
$65K ﹤0.01%
1,497
393
$64.8K ﹤0.01%
759
+194
394
$64.2K ﹤0.01%
3,640
395
$64K ﹤0.01%
983
+196
396
$63.4K ﹤0.01%
137
397
$62.9K ﹤0.01%
266
+59
398
$62.1K ﹤0.01%
2,000
399
$61.4K ﹤0.01%
158
-1
400
$60.9K ﹤0.01%
196
14 15
16
17 18