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
501
$28.1K ﹤0.01%
213
502
$27.8K ﹤0.01%
360
-43
503
$27.5K ﹤0.01%
210
504
$27.4K ﹤0.01%
419
+45
505
$27.4K ﹤0.01%
105
506
$27.2K ﹤0.01%
205
-12
507
$27K ﹤0.01%
244
-6
508
$26.9K ﹤0.01%
309
-10
509
$26.8K ﹤0.01%
276
-40
510
$26.8K ﹤0.01%
614
-131
511
$26.4K ﹤0.01%
121
-10
512
$26K ﹤0.01%
550
513
$25.7K ﹤0.01%
97
-10
514
$25.7K ﹤0.01%
727
515
$25.6K ﹤0.01%
903
516
$25K ﹤0.01%
282
-31
517
$24.9K ﹤0.01%
6,262
518
$24.9K ﹤0.01%
416
-22
519
$24.8K ﹤0.01%
822
-44
520
$24.6K ﹤0.01%
62
-1
521
$24.1K ﹤0.01%
43
-1
522
$24K ﹤0.01%
221
+9
523
$24K ﹤0.01%
2,064
524
$23.8K ﹤0.01%
459
-23
525
$23.5K ﹤0.01%
125
19 20
21
22 23