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
426
$45.6K ﹤0.01%
853
427
$44.8K ﹤0.01%
100
428
$44.4K ﹤0.01%
260
-498
429
$44.2K ﹤0.01%
349
+333
430
$44K ﹤0.01%
1,329
-91
431
$43.9K ﹤0.01%
50
-2
432
$43.4K ﹤0.01%
167
+47
433
$43.3K ﹤0.01%
128
434
$42.7K ﹤0.01%
190
435
$42.7K ﹤0.01%
1,767
436
$42.2K ﹤0.01%
163
+7
437
$41.8K ﹤0.01%
+2,084
438
$41K ﹤0.01%
405
439
$40.5K ﹤0.01%
536
440
$39.3K ﹤0.01%
155
+32
441
$38.8K ﹤0.01%
426
442
$38.6K ﹤0.01%
168
443
$38.4K ﹤0.01%
928
+501
444
$37.8K ﹤0.01%
281
+32
445
$37.7K ﹤0.01%
24
446
$37.5K ﹤0.01%
4,760
-250
447
$37.4K ﹤0.01%
469
+100
448
$37.1K ﹤0.01%
486
-198
449
$36.3K ﹤0.01%
384
+4
450
$36.1K ﹤0.01%
2,661
16 17
18
19 20