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
701
$7.46K ﹤0.01%
147
-106
702
$7.43K ﹤0.01%
1,904
703
$7.4K ﹤0.01%
72
704
$7.27K ﹤0.01%
188
705
$7.26K ﹤0.01%
155
-24
706
$7.22K ﹤0.01%
272
-29
707
$7.21K ﹤0.01%
66
+11
708
$6.98K ﹤0.01%
39
+2
709
$6.98K ﹤0.01%
322
710
$6.82K ﹤0.01%
368
+4
711
$6.77K ﹤0.01%
458
+203
712
$6.69K ﹤0.01%
469
713
$6.65K ﹤0.01%
373
-148
714
$6.56K ﹤0.01%
1,946
-44
715
$6.48K ﹤0.01%
47
-35
716
$6.43K ﹤0.01%
178
-3
717
$6.43K ﹤0.01%
26
+3
718
$6.26K ﹤0.01%
81
+54
719
$6.18K ﹤0.01%
65
-3
720
$6.17K ﹤0.01%
116
721
$6.13K ﹤0.01%
45
-11
722
$6.12K ﹤0.01%
70
723
$6.05K ﹤0.01%
144
+17
724
$6.04K ﹤0.01%
+164
725
$6.02K ﹤0.01%
43
27 28
29
30 31