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
526
$27K ﹤0.01%
+1,069
527
$27K ﹤0.01%
773
528
$27K ﹤0.01%
+356
529
$27K ﹤0.01%
+694
530
$27K ﹤0.01%
+402
531
$26K ﹤0.01%
+713
532
$26K ﹤0.01%
1,562
533
$26K ﹤0.01%
8,649
+697
534
$26K ﹤0.01%
+267
535
$26K ﹤0.01%
+148
536
$26K ﹤0.01%
+413
537
$26K ﹤0.01%
1,395
-105
538
$26K ﹤0.01%
468
-7
539
$26K ﹤0.01%
+895
540
$26K ﹤0.01%
766
541
$25K ﹤0.01%
+419
542
$25K ﹤0.01%
+354
543
$25K ﹤0.01%
882
-9
544
$25K ﹤0.01%
559
+3
545
$25K ﹤0.01%
+321
546
$25K ﹤0.01%
+180
547
$24K ﹤0.01%
1,328
+47
548
$24K ﹤0.01%
113
-4
549
$24K ﹤0.01%
+1,192
550
$24K ﹤0.01%
+204
20 21
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