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
$619M
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$86.3M
2
+$78.3M
3
+$64.9M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.4M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$39.6M

Top Sells

1
+$17.9M
2
+$907K
3
+$808K
4
VZ icon
Verizon
VZ
+$605K
5
V icon
Visa
V
+$420K

Sector Composition

1 Energy 9.74%
2 Technology 3.79%
3 Healthcare 3.42%
4 Consumer Staples 3.28%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$36K 0.01%
+1,096
477
$36K 0.01%
+750
478
$36K 0.01%
133
-4
479
$35K 0.01%
207
-6
480
$35K 0.01%
+482
481
$35K 0.01%
1,112
+47
482
$35K 0.01%
2,289
-1,728
483
$35K 0.01%
+1,290
484
$35K 0.01%
+10,781
485
$35K 0.01%
2,500
486
$35K 0.01%
1,883
-340
487
$34K 0.01%
+303
488
$34K 0.01%
858
+66
489
$33K 0.01%
620
-22
490
$33K 0.01%
1,041
491
$33K 0.01%
+114
492
$33K 0.01%
+2,101
493
$32K 0.01%
+2,235
494
$32K 0.01%
602
+82
495
$32K 0.01%
457
496
$32K 0.01%
+781
497
$32K 0.01%
+679
498
$32K 0.01%
266
499
$32K 0.01%
1,742
-10
500
$31K 0.01%
1,251
18 19
20
21 22