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
626
$17K ﹤0.01%
167
-60
627
$17K ﹤0.01%
74
+10
628
$17K ﹤0.01%
101
-11
629
$17K ﹤0.01%
79
+1
630
$17K ﹤0.01%
156
+16
631
$17K ﹤0.01%
245
+78
632
$17K ﹤0.01%
681
-396
633
$17K ﹤0.01%
248
+54
634
$17K ﹤0.01%
151
-681
635
$17K ﹤0.01%
336
-32
636
$16K ﹤0.01%
2,000
637
$16K ﹤0.01%
179
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638
$16K ﹤0.01%
145
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639
$16K ﹤0.01%
749
640
$16K ﹤0.01%
131
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641
$16K ﹤0.01%
2,222
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642
$16K ﹤0.01%
654
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643
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317
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644
$16K ﹤0.01%
331
-12
645
$16K ﹤0.01%
317
+300
646
$16K ﹤0.01%
318
+26
647
$16K ﹤0.01%
290
648
$16K ﹤0.01%
291
-252
649
$16K ﹤0.01%
110
-40
650
$16K ﹤0.01%
312
24 25
26
27 28