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
$1.36B
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.42M
3
+$3.18M
4
SNY icon
Sanofi
SNY
+$2.36M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.81M

Top Sells

1
+$57.4M
2
+$35.6M
3
+$31.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$18M

Sector Composition

1 Technology 13.09%
2 Healthcare 8.09%
3 Financials 5.9%
4 Industrials 4.49%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$83.1K 0.01%
294
+127
377
$82K 0.01%
1,076
+999
378
$79.4K 0.01%
386
379
$78.1K 0.01%
291
-1,747
380
$78K 0.01%
309
-21
381
$77.8K 0.01%
1,030
382
$77.5K 0.01%
1,632
+1,468
383
$76.4K 0.01%
168
-10
384
$76.4K 0.01%
459
-23
385
$76.3K 0.01%
245
-4
386
$76.2K 0.01%
+588
387
$75.4K 0.01%
408
+244
388
$74.7K 0.01%
1,000
-26
389
$74.4K 0.01%
2,321
-647
390
$72.9K 0.01%
267
+120
391
$72.8K 0.01%
501
+27
392
$72.5K 0.01%
135
-2
393
$71.5K 0.01%
562
-407
394
$71.1K 0.01%
983
-46
395
$70.7K 0.01%
486
-20
396
$70.6K 0.01%
+110
397
$70.1K 0.01%
1,216
+659
398
$69.5K 0.01%
2,000
399
$69.3K 0.01%
22
-1
400
$67K ﹤0.01%
265
+114
14 15
16
17 18