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
451
$35.9K ﹤0.01%
446
452
$35.9K ﹤0.01%
319
-86
453
$35.8K ﹤0.01%
991
454
$35.4K ﹤0.01%
270
+65
455
$34.9K ﹤0.01%
151
-2
456
$34.8K ﹤0.01%
180
457
$33.8K ﹤0.01%
1,061
+70
458
$33.7K ﹤0.01%
170
+1
459
$33.4K ﹤0.01%
147
-2
460
$33.3K ﹤0.01%
148
-2
461
$33.2K ﹤0.01%
398
462
$33.1K ﹤0.01%
290
463
$33K ﹤0.01%
273
464
$32.6K ﹤0.01%
748
-42
465
$32K ﹤0.01%
285
+4
466
$31.9K ﹤0.01%
535
467
$31.4K ﹤0.01%
240
+96
468
$31.2K ﹤0.01%
114
-18
469
$31.2K ﹤0.01%
403
470
$31K ﹤0.01%
555
+4
471
$30.9K ﹤0.01%
228
472
$30.8K ﹤0.01%
396
+10
473
$30.7K ﹤0.01%
310
-3
474
$30.6K ﹤0.01%
1,640
-5
475
$30.5K ﹤0.01%
668
-79
17 18
19
20 21