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
651
$11.2K ﹤0.01%
728
652
$11.2K ﹤0.01%
342
-3
653
$11.1K ﹤0.01%
176
-6
654
$10.9K ﹤0.01%
52
655
$10.9K ﹤0.01%
47
+25
656
$10.9K ﹤0.01%
259
657
$10.8K ﹤0.01%
+87
658
$10.8K ﹤0.01%
236
-29
659
$10.8K ﹤0.01%
340
-36
660
$10.8K ﹤0.01%
291
-3
661
$10.7K ﹤0.01%
85
-4
662
$10.7K ﹤0.01%
601
+16
663
$10.6K ﹤0.01%
603
+82
664
$10.5K ﹤0.01%
194
-23
665
$10.4K ﹤0.01%
57
666
$10.3K ﹤0.01%
241
+13
667
$10.3K ﹤0.01%
1,707
668
$10.3K ﹤0.01%
38
-11
669
$10.3K ﹤0.01%
170
670
$10.2K ﹤0.01%
156
-8
671
$10.2K ﹤0.01%
1,201
672
$10.1K ﹤0.01%
404
673
$10.1K ﹤0.01%
222
674
$10K ﹤0.01%
159
675
$9.96K ﹤0.01%
79
-9
25 26
27
28 29