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
451
$56K 0.01%
493
+163
452
$55K 0.01%
1,488
-1,227
453
$54K 0.01%
25
-12
454
$54K 0.01%
1,319
+23
455
$53K 0.01%
758
-2
456
$53K 0.01%
391
+72
457
$52K 0.01%
2,915
-3,503
458
$51K 0.01%
937
+1
459
$51K 0.01%
2,291
460
$51K 0.01%
442
-119
461
$51K 0.01%
260
462
$50K 0.01%
335
-436
463
$50K 0.01%
854
-43
464
$49K ﹤0.01%
2,400
465
$49K ﹤0.01%
553
-89
466
$49K ﹤0.01%
542
+3
467
$48K ﹤0.01%
1,606
+25
468
$48K ﹤0.01%
3,794
469
$48K ﹤0.01%
766
-1,132
470
$48K ﹤0.01%
400
+150
471
$47K ﹤0.01%
401
-20
472
$47K ﹤0.01%
717
-146
473
$46K ﹤0.01%
1,372
+71
474
$46K ﹤0.01%
1,281
475
$46K ﹤0.01%
1,011
-26
17 18
19
20 21