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
$619M
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$86.3M
2
+$78.3M
3
+$64.9M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.4M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$39.6M

Top Sells

1
+$17.9M
2
+$907K
3
+$808K
4
VZ icon
Verizon
VZ
+$605K
5
V icon
Visa
V
+$420K

Sector Composition

1 Energy 9.74%
2 Technology 3.79%
3 Healthcare 3.42%
4 Consumer Staples 3.28%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$46K 0.01%
+2,418
427
$45K 0.01%
+1,223
428
$45K 0.01%
+647
429
$45K 0.01%
1,049
-1,168
430
$45K 0.01%
288
-1
431
$45K 0.01%
183
-1
432
$45K 0.01%
+2,758
433
$44K 0.01%
457
434
$44K 0.01%
+726
435
$44K 0.01%
+3,653
436
$44K 0.01%
+452
437
$44K 0.01%
922
-26
438
$44K 0.01%
+1,128
439
$44K 0.01%
+2,760
440
$44K 0.01%
+3,797
441
$44K 0.01%
2,000
442
$43K 0.01%
+1,032
443
$43K 0.01%
+326
444
$42K 0.01%
323
+47
445
$42K 0.01%
+869
446
$42K 0.01%
+451
447
$42K 0.01%
+1,938
448
$41K 0.01%
644
-92
449
$41K 0.01%
+990
450
$41K 0.01%
1,533
-9
16 17
18
19 20