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
476
$46K ﹤0.01%
564
-33
477
$45K ﹤0.01%
400
-7,416
478
$45K ﹤0.01%
624
-48
479
$44K ﹤0.01%
+873
480
$44K ﹤0.01%
931
+175
481
$43K ﹤0.01%
1,312
+313
482
$42K ﹤0.01%
2,670
-863
483
$42K ﹤0.01%
925
484
$42K ﹤0.01%
1,100
485
$42K ﹤0.01%
716
+33
486
$42K ﹤0.01%
1,874
487
$41K ﹤0.01%
170
+109
488
$41K ﹤0.01%
1,280
-906
489
$41K ﹤0.01%
512
-154
490
$41K ﹤0.01%
975
+435
491
$41K ﹤0.01%
742
+296
492
$40K ﹤0.01%
731
-1,390
493
$40K ﹤0.01%
424
-48
494
$40K ﹤0.01%
417
-25
495
$39K ﹤0.01%
261
+36
496
$39K ﹤0.01%
540
497
$39K ﹤0.01%
402
-173
498
$39K ﹤0.01%
2,320
+15
499
$38K ﹤0.01%
913
-221
500
$38K ﹤0.01%
400
18 19
20
21 22