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
701
$7.79K ﹤0.01%
348
702
$7.75K ﹤0.01%
136
-13
703
$7.59K ﹤0.01%
57
+16
704
$7.52K ﹤0.01%
272
705
$7.51K ﹤0.01%
202
-192
706
$7.46K ﹤0.01%
147
707
$7.45K ﹤0.01%
94
-1
708
$7.45K ﹤0.01%
94
709
$7.39K ﹤0.01%
39
710
$7.35K ﹤0.01%
212
-42
711
$7.32K ﹤0.01%
457
+16
712
$6.96K ﹤0.01%
14
713
$6.96K ﹤0.01%
26
714
$6.81K ﹤0.01%
19
-5
715
$6.79K ﹤0.01%
30
716
$6.75K ﹤0.01%
146
-63
717
$6.72K ﹤0.01%
52
718
$6.71K ﹤0.01%
55
+4
719
$6.65K ﹤0.01%
76
720
$6.57K ﹤0.01%
43
721
$6.51K ﹤0.01%
469
722
$6.47K ﹤0.01%
336
-35
723
$6.46K ﹤0.01%
94
724
$6.41K ﹤0.01%
77
-28
725
$6.34K ﹤0.01%
171
-17
27 28
29
30 31