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
$1.36B
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.42M
3
+$3.18M
4
SNY icon
Sanofi
SNY
+$2.36M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.81M

Top Sells

1
+$57.4M
2
+$35.6M
3
+$31.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$18M

Sector Composition

1 Technology 13.09%
2 Healthcare 8.09%
3 Financials 5.9%
4 Industrials 4.49%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$40.7K ﹤0.01%
4,302
-458
452
$40.4K ﹤0.01%
139
-19
453
$40.4K ﹤0.01%
577
-406
454
$39.9K ﹤0.01%
288
-1,813
455
$39K ﹤0.01%
119
+5
456
$39K ﹤0.01%
384
457
$38.9K ﹤0.01%
270
-11
458
$38.7K ﹤0.01%
156
-12
459
$38.6K ﹤0.01%
852
+22
460
$38.6K ﹤0.01%
747
+654
461
$38.1K ﹤0.01%
145
-3
462
$38K ﹤0.01%
+589
463
$37.4K ﹤0.01%
429
-49,248
464
$37K ﹤0.01%
773
+680
465
$36.9K ﹤0.01%
349
-77
466
$36.6K ﹤0.01%
693
-55
467
$36.3K ﹤0.01%
636
-32
468
$36.3K ﹤0.01%
166
-14
469
$35.6K ﹤0.01%
+315
470
$35.4K ﹤0.01%
898
-93
471
$35.3K ﹤0.01%
153
-17
472
$35.1K ﹤0.01%
177
473
$35K ﹤0.01%
2,952
-12
474
$34.4K ﹤0.01%
341
-64
475
$34.3K ﹤0.01%
290
17 18
19
20 21