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
501
$25K ﹤0.01%
727
-12
502
$25K ﹤0.01%
184
+86
503
$24.9K ﹤0.01%
421
+5
504
$24.6K ﹤0.01%
202
505
$24.6K ﹤0.01%
550
506
$24.5K ﹤0.01%
5,927
-28
507
$24.5K ﹤0.01%
319
-13
508
$24.4K ﹤0.01%
377
+41
509
$24K ﹤0.01%
44
+1
510
$23.4K ﹤0.01%
1,362
+74
511
$23.4K ﹤0.01%
389
-48
512
$22.9K ﹤0.01%
2,064
513
$22.7K ﹤0.01%
210
514
$22.3K ﹤0.01%
63
+1
515
$22.1K ﹤0.01%
191
-26
516
$22K ﹤0.01%
2,035
+217
517
$21.6K ﹤0.01%
170
+8
518
$21.6K ﹤0.01%
374
+4
519
$21.5K ﹤0.01%
6,262
+430
520
$21.4K ﹤0.01%
107
-1
521
$21.3K ﹤0.01%
133
-79
522
$21.2K ﹤0.01%
482
523
$21.1K ﹤0.01%
292
-94
524
$21.1K ﹤0.01%
125
525
$21.1K ﹤0.01%
903
19 20
21
22 23