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
651
$16K ﹤0.01%
109
+49
652
$15K ﹤0.01%
85
-26
653
$15K ﹤0.01%
279
-568
654
$15K ﹤0.01%
290
+48
655
$15K ﹤0.01%
157
+45
656
$15K ﹤0.01%
370
+30
657
$15K ﹤0.01%
291
-105
658
$15K ﹤0.01%
24
-1
659
$15K ﹤0.01%
64
-23
660
$15K ﹤0.01%
4,298
-1,402
661
$15K ﹤0.01%
417
-325
662
$15K ﹤0.01%
201
+88
663
$15K ﹤0.01%
96
-3
664
$15K ﹤0.01%
490
+400
665
$15K ﹤0.01%
61
+1
666
$14K ﹤0.01%
112
+90
667
$14K ﹤0.01%
1,057
-1,742
668
$14K ﹤0.01%
382
669
$14K ﹤0.01%
86
+19
670
$14K ﹤0.01%
2,545
671
$14K ﹤0.01%
215
-20,649
672
$14K ﹤0.01%
50
-349
673
$14K ﹤0.01%
70
+33
674
$14K ﹤0.01%
60
675
$14K ﹤0.01%
226
-20
25 26
27
28 29