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
$619M
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$86.3M
2
+$78.3M
3
+$64.9M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.4M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$39.6M

Top Sells

1
+$17.9M
2
+$907K
3
+$808K
4
VZ icon
Verizon
VZ
+$605K
5
V icon
Visa
V
+$420K

Sector Composition

1 Energy 9.74%
2 Technology 3.79%
3 Healthcare 3.42%
4 Consumer Staples 3.28%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$13K ﹤0.01%
+324
652
$13K ﹤0.01%
209
-6
653
$12K ﹤0.01%
95
654
$12K ﹤0.01%
135
655
$12K ﹤0.01%
664
+215
656
$12K ﹤0.01%
319
+22
657
$12K ﹤0.01%
+80
658
$12K ﹤0.01%
610
-3,287
659
$12K ﹤0.01%
+17
660
$12K ﹤0.01%
+225
661
$12K ﹤0.01%
146
+20
662
$12K ﹤0.01%
+231
663
$12K ﹤0.01%
+663
664
$12K ﹤0.01%
+165
665
$12K ﹤0.01%
+394
666
$12K ﹤0.01%
+106
667
$12K ﹤0.01%
+703
668
$11K ﹤0.01%
201
-487
669
$11K ﹤0.01%
225
670
$11K ﹤0.01%
+225
671
$11K ﹤0.01%
+489
672
$11K ﹤0.01%
+249
673
$11K ﹤0.01%
219
-8
674
$11K ﹤0.01%
+383
675
$11K ﹤0.01%
239
-4
25 26
27
28 29