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
426
$68K 0.01%
1,824
+121
427
$67K 0.01%
436
-18
428
$67K 0.01%
856
+112
429
$67K 0.01%
3,208
-119
430
$67K 0.01%
226
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431
$65K 0.01%
442
-4,017
432
$65K 0.01%
215
+97
433
$65K 0.01%
2,120
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434
$64K 0.01%
1,526
+67
435
$63K 0.01%
1,374
436
$63K 0.01%
458
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437
$63K 0.01%
645
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438
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1,129
439
$62K 0.01%
313
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440
$62K 0.01%
1,552
-1,100
441
$61K 0.01%
256
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$61K 0.01%
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500
445
$58K 0.01%
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446
$57K 0.01%
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447
$57K 0.01%
1,371
-1,980
448
$57K 0.01%
203
+26
449
$57K 0.01%
981
450
$56K 0.01%
247
-134
16 17
18
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