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
$1.36B
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.42M
3
+$3.18M
4
SNY icon
Sanofi
SNY
+$2.36M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.81M

Top Sells

1
+$57.4M
2
+$35.6M
3
+$31.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$18M

Sector Composition

1 Technology 13.09%
2 Healthcare 8.09%
3 Financials 5.9%
4 Industrials 4.49%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$13.1K ﹤0.01%
41
+8
627
$13.1K ﹤0.01%
439
-622
628
$12.9K ﹤0.01%
112
+98
629
$12.8K ﹤0.01%
181
630
$12.7K ﹤0.01%
2,077
-353
631
$12.7K ﹤0.01%
76
632
$12.5K ﹤0.01%
350
633
$12.3K ﹤0.01%
618
-41
634
$12.3K ﹤0.01%
445
635
$12.2K ﹤0.01%
591
-11
636
$12.1K ﹤0.01%
248
+26
637
$12.1K ﹤0.01%
336
638
$11.9K ﹤0.01%
562
+559
639
$11.8K ﹤0.01%
86
-9
640
$11.8K ﹤0.01%
50
641
$11.8K ﹤0.01%
266
-3
642
$11.7K ﹤0.01%
420
-31
643
$11.7K ﹤0.01%
174
644
$11.6K ﹤0.01%
71
-5
645
$11.6K ﹤0.01%
536
+202
646
$11.5K ﹤0.01%
150
-16
647
$11.5K ﹤0.01%
727
-54
648
$11.4K ﹤0.01%
122
649
$11.2K ﹤0.01%
137
+4
650
$11.2K ﹤0.01%
77
24 25
26
27 28