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
501
$38K ﹤0.01%
193
+54
502
$37K ﹤0.01%
2,418
503
$37K ﹤0.01%
307
+19
504
$37K ﹤0.01%
1,521
-135
505
$37K ﹤0.01%
537
+140
506
$37K ﹤0.01%
383
-62
507
$36K ﹤0.01%
389
+131
508
$36K ﹤0.01%
176
-50
509
$36K ﹤0.01%
605
-5
510
$36K ﹤0.01%
1,154
-26
511
$35K ﹤0.01%
141
+26
512
$35K ﹤0.01%
323
-25
513
$35K ﹤0.01%
157
-3
514
$34K ﹤0.01%
1,432
+16
515
$34K ﹤0.01%
965
-95
516
$34K ﹤0.01%
403
-86
517
$34K ﹤0.01%
1,048
-2,162
518
$34K ﹤0.01%
901
+30
519
$34K ﹤0.01%
1,131
+619
520
$33K ﹤0.01%
612
+116
521
$33K ﹤0.01%
287
-5
522
$33K ﹤0.01%
155
+18
523
$32K ﹤0.01%
197
+70
524
$32K ﹤0.01%
471
-180
525
$32K ﹤0.01%
188
-71
19 20
21
22 23