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
651
$10.4K ﹤0.01%
133
-5
652
$10.4K ﹤0.01%
259
+7
653
$10.4K ﹤0.01%
164
654
$10.3K ﹤0.01%
207
655
$10.1K ﹤0.01%
102
-107
656
$10K ﹤0.01%
728
657
$9.93K ﹤0.01%
585
658
$9.88K ﹤0.01%
1,201
659
$9.83K ﹤0.01%
1,707
660
$9.81K ﹤0.01%
24
661
$9.77K ﹤0.01%
77
662
$9.73K ﹤0.01%
48
-2
663
$9.71K ﹤0.01%
521
+87
664
$9.66K ﹤0.01%
60
+4
665
$9.65K ﹤0.01%
169
-266
666
$9.51K ﹤0.01%
27
+1
667
$9.51K ﹤0.01%
105
668
$9.41K ﹤0.01%
254
669
$9.38K ﹤0.01%
316
+1
670
$9.36K ﹤0.01%
149
-144
671
$9.31K ﹤0.01%
159
-47
672
$9.25K ﹤0.01%
35
+2
673
$9.24K ﹤0.01%
159
674
$9.13K ﹤0.01%
209
+15
675
$8.99K ﹤0.01%
208
-73
25 26
27
28 29