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
701
$12K ﹤0.01%
102
-19
702
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216
703
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427
-799
704
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536
+123
705
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339
706
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199
+92
707
$11K ﹤0.01%
710
+216
708
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445
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709
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710
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248
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711
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51
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712
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225
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713
$11K ﹤0.01%
415
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714
$11K ﹤0.01%
252
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715
$11K ﹤0.01%
58
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716
$11K ﹤0.01%
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717
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234
+46
718
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52
-25
719
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266
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720
$11K ﹤0.01%
242
-21
721
$10K ﹤0.01%
760
+682
722
$10K ﹤0.01%
58
723
$10K ﹤0.01%
+69
724
$10K ﹤0.01%
237
725
$10K ﹤0.01%
62
-18
27 28
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30 31