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
$528M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1 +$3.68M
2 +$654K
3 +$404K
4
EIX icon
Edison International
EIX
+$242K
5
CLX icon
Clorox
CLX
+$204K

Top Sells

1 +$15.3M
2 +$11.5M
3 +$7.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.75M

Sector Composition

1 Energy 14.04%
2 Technology 3.21%
3 Healthcare 3.11%
4 Financials 3.01%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
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552
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553
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566
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569
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571
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253
572
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550
+138
573
$6K ﹤0.01%
79
574
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575
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210