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
626
$11.6K ﹤0.01%
156
627
$11.5K ﹤0.01%
451
-5
628
$11.4K ﹤0.01%
170
+8
629
$11.4K ﹤0.01%
88
-91
630
$11.4K ﹤0.01%
166
+63
631
$11.3K ﹤0.01%
76
632
$11.3K ﹤0.01%
345
-22
633
$11.2K ﹤0.01%
89
-72
634
$11.2K ﹤0.01%
781
+178
635
$11.2K ﹤0.01%
30
636
$11.2K ﹤0.01%
265
-27
637
$11.2K ﹤0.01%
222
638
$11.1K ﹤0.01%
204
+37
639
$11.1K ﹤0.01%
182
640
$11.1K ﹤0.01%
52
641
$11K ﹤0.01%
213
+39
642
$10.9K ﹤0.01%
306
-85
643
$10.8K ﹤0.01%
115
+10
644
$10.7K ﹤0.01%
109
645
$10.7K ﹤0.01%
568
+142
646
$10.7K ﹤0.01%
177
-1
647
$10.7K ﹤0.01%
174
-124
648
$10.6K ﹤0.01%
243
-37
649
$10.5K ﹤0.01%
487
650
$10.4K ﹤0.01%
122
24 25
26
27 28