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
701
$9K ﹤0.01%
318
702
$9K ﹤0.01%
+238
703
$9K ﹤0.01%
+307
704
$9K ﹤0.01%
547
-2,078
705
$9K ﹤0.01%
+781
706
$9K ﹤0.01%
+269
707
$9K ﹤0.01%
+380
708
$9K ﹤0.01%
+241
709
$9K ﹤0.01%
+81
710
$9K ﹤0.01%
10
711
$9K ﹤0.01%
178
712
$9K ﹤0.01%
+196
713
$8K ﹤0.01%
793
-61
714
$8K ﹤0.01%
+102
715
$8K ﹤0.01%
+140
716
$8K ﹤0.01%
55
717
$8K ﹤0.01%
+238
718
$8K ﹤0.01%
312
+31
719
$8K ﹤0.01%
+100
720
$8K ﹤0.01%
169
-5
721
$8K ﹤0.01%
124
-15
722
$8K ﹤0.01%
+58
723
$8K ﹤0.01%
213
724
$8K ﹤0.01%
+67
725
$8K ﹤0.01%
213
-156
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