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
$568M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1 +$12.6M
2 +$9.42M
3 +$9.11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.99M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.81M

Sector Composition

1 Energy 13.69%
2 Financials 3.33%
3 Technology 2.98%
4 Industrials 2.83%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$4K ﹤0.01%
28
652
$4K ﹤0.01%
56
653
$4K ﹤0.01%
117
654
$4K ﹤0.01%
181
655
$4K ﹤0.01%
46
-123
656
$4K ﹤0.01%
167
+103
657
$4K ﹤0.01%
30
-42
658
$4K ﹤0.01%
113
659
$4K ﹤0.01%
137
+71
660
$4K ﹤0.01%
38
+15
661
$4K ﹤0.01%
92
662
$4K ﹤0.01%
212
+101
663
$4K ﹤0.01%
73
664
$4K ﹤0.01%
93
665
$4K ﹤0.01%
38
666
$4K ﹤0.01%
31
+22
667
$4K ﹤0.01%
235
668
$4K ﹤0.01%
262
+170
669
$4K ﹤0.01%
42
+21
670
$4K ﹤0.01%
72
671
$4K ﹤0.01%
29
+16
672
$4K ﹤0.01%
332
673
$4K ﹤0.01%
+206
674
$4K ﹤0.01%
98
675
$4K ﹤0.01%
84
+43