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
401
$59.5K ﹤0.01%
23
402
$58.4K ﹤0.01%
739
+168
403
$57.9K ﹤0.01%
461
404
$55.7K ﹤0.01%
1,112
-7
405
$55.6K ﹤0.01%
400
+40
406
$54.4K ﹤0.01%
1,329
407
$54K ﹤0.01%
806
408
$53.6K ﹤0.01%
720
409
$52.6K ﹤0.01%
2,400
410
$52.5K ﹤0.01%
1,013
+1
411
$52K ﹤0.01%
357
+11
412
$51.4K ﹤0.01%
190
413
$51.4K ﹤0.01%
211
414
$50.9K ﹤0.01%
1,647
+12
415
$50.2K ﹤0.01%
726
-2
416
$50K ﹤0.01%
1,392
+9
417
$49.6K ﹤0.01%
478
418
$49.5K ﹤0.01%
1,436
+38
419
$48.5K ﹤0.01%
332
420
$48.2K ﹤0.01%
234
421
$48K ﹤0.01%
607
422
$46.9K ﹤0.01%
+570
423
$46.2K ﹤0.01%
1,194
-10
424
$45.9K ﹤0.01%
4,743
-41,063
425
$45.8K ﹤0.01%
321
15 16
17
18 19