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
551
$18.2K ﹤0.01%
111
552
$18.2K ﹤0.01%
15
+8
553
$18.2K ﹤0.01%
610
554
$18.1K ﹤0.01%
37
+1
555
$18.1K ﹤0.01%
143
+48
556
$18K ﹤0.01%
370
+25
557
$18K ﹤0.01%
130
-295
558
$17.8K ﹤0.01%
102
559
$17.8K ﹤0.01%
161
+51
560
$17.6K ﹤0.01%
2,024
+128
561
$17.6K ﹤0.01%
277
562
$17.5K ﹤0.01%
62
563
$17.5K ﹤0.01%
207
+6
564
$17.4K ﹤0.01%
486
565
$17.4K ﹤0.01%
215
+107
566
$17.1K ﹤0.01%
111
+3
567
$17K ﹤0.01%
112
568
$16.7K ﹤0.01%
37
-580
569
$16.6K ﹤0.01%
1,362
-1,050
570
$16.5K ﹤0.01%
346
+18
571
$16.4K ﹤0.01%
506
572
$16.2K ﹤0.01%
94
-6
573
$16K ﹤0.01%
229
574
$15.7K ﹤0.01%
243
+28
575
$15.7K ﹤0.01%
365
-505
21 22
23
24 25