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
$999M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.66M
3
+$4.29M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.11M

Top Sells

1
+$16.8M
2
+$11.7M
3
+$3.21M
4
ABBV icon
AbbVie
ABBV
+$2.12M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M

Sector Composition

1 Technology 9.51%
2 Healthcare 8.25%
3 Financials 4.93%
4 Consumer Staples 4.12%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$20K ﹤0.01%
50
+6
602
$20K ﹤0.01%
53
-3,229
603
$19K ﹤0.01%
+419
604
$19K ﹤0.01%
2,500
605
$19K ﹤0.01%
137
+81
606
$19K ﹤0.01%
+902
607
$19K ﹤0.01%
97
-88
608
$19K ﹤0.01%
263
+162
609
$19K ﹤0.01%
1,710
-418
610
$19K ﹤0.01%
106
-38
611
$19K ﹤0.01%
1,588
+506
612
$19K ﹤0.01%
525
-190
613
$19K ﹤0.01%
1,205
+224
614
$19K ﹤0.01%
180
615
$18K ﹤0.01%
785
+144
616
$18K ﹤0.01%
292
-106
617
$18K ﹤0.01%
116
+62
618
$18K ﹤0.01%
304
-78
619
$18K ﹤0.01%
1,446
+351
620
$18K ﹤0.01%
195
621
$18K ﹤0.01%
1,717
-861
622
$18K ﹤0.01%
185
+43
623
$17K ﹤0.01%
486
624
$17K ﹤0.01%
203
+127
625
$17K ﹤0.01%
345
+14
23 24
25
26 27