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
401
$80K 0.01%
46
+9
402
$80K 0.01%
971
+176
403
$80K 0.01%
1,682
404
$80K 0.01%
286
405
$80K 0.01%
4,875
+190
406
$79K 0.01%
3,401
-674
407
$79K 0.01%
2,373
-358
408
$78K 0.01%
331
-37
409
$78K 0.01%
855
+60
410
$77K 0.01%
11,417
+3,964
411
$76K 0.01%
873
+15
412
$76K 0.01%
242
-15
413
$76K 0.01%
1,742
414
$74K 0.01%
158
+4
415
$73K 0.01%
295
-862
416
$72K 0.01%
495
-43
417
$72K 0.01%
524
+162
418
$72K 0.01%
1,020
-79
419
$72K 0.01%
558
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420
$71K 0.01%
406
-32
421
$71K 0.01%
1,556
+12
422
$71K 0.01%
868
423
$69K 0.01%
1,037
-294
424
$69K 0.01%
1,057
-13
425
$69K 0.01%
1,085
+685
15 16
17
18 19