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
526
$23.5K ﹤0.01%
202
527
$23.2K ﹤0.01%
2,612
+588
528
$23.2K ﹤0.01%
80
-6
529
$23K ﹤0.01%
159
-35
530
$22.9K ﹤0.01%
66
-6
531
$22.8K ﹤0.01%
1,906
-129
532
$22.7K ﹤0.01%
283
533
$22.1K ﹤0.01%
174
534
$22K ﹤0.01%
427
-48
535
$21.7K ﹤0.01%
3,186
-547
536
$21.6K ﹤0.01%
3,364
537
$21.4K ﹤0.01%
+343
538
$21.3K ﹤0.01%
107
539
$21.3K ﹤0.01%
764
540
$21.1K ﹤0.01%
387
-34
541
$21.1K ﹤0.01%
202
542
$20.6K ﹤0.01%
135
-6
543
$20.6K ﹤0.01%
+442
544
$20.6K ﹤0.01%
1,028
-82
545
$20.4K ﹤0.01%
+172
546
$20.4K ﹤0.01%
394
+24
547
$20.2K ﹤0.01%
170
-21
548
$20K ﹤0.01%
+280
549
$19.9K ﹤0.01%
277
550
$19.7K ﹤0.01%
111
20 21
22
23 24