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
526
$21K ﹤0.01%
3,733
527
$20.9K ﹤0.01%
105
+5
528
$20.5K ﹤0.01%
150
529
$20.4K ﹤0.01%
764
530
$20.3K ﹤0.01%
141
531
$20.2K ﹤0.01%
20
532
$20.2K ﹤0.01%
127
-105
533
$20K ﹤0.01%
423
534
$19.9K ﹤0.01%
219
+7
535
$19.9K ﹤0.01%
283
536
$19.7K ﹤0.01%
127
-1
537
$19.5K ﹤0.01%
+380
538
$19.3K ﹤0.01%
+250
539
$19.3K ﹤0.01%
89
-44
540
$19.2K ﹤0.01%
164
+7
541
$19.1K ﹤0.01%
202
+2
542
$19K ﹤0.01%
666
-124
543
$18.8K ﹤0.01%
595
-25
544
$18.8K ﹤0.01%
475
545
$18.7K ﹤0.01%
174
546
$18.6K ﹤0.01%
107
+32
547
$18.6K ﹤0.01%
503
-149
548
$18.5K ﹤0.01%
1,110
549
$18.4K ﹤0.01%
170
+1
550
$18.3K ﹤0.01%
187
20 21
22
23 24