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
51
$3.38M 0.34%
25,026
+8,507
52
$3.36M 0.34%
23,199
-22,199
53
$3.22M 0.32%
19,493
+597
54
$3.19M 0.32%
22,643
+13,060
55
$2.91M 0.29%
76,880
+10,280
56
$2.9M 0.29%
7,911
+659
57
$2.84M 0.28%
235,853
+31,891
58
$2.81M 0.28%
29,288
+6,361
59
$2.77M 0.28%
53,489
+7,247
60
$2.74M 0.27%
59,695
+53,621
61
$2.64M 0.26%
6,967
+4,851
62
$2.55M 0.26%
17,616
-1,066
63
$2.53M 0.25%
54,504
+13,128
64
$2.49M 0.25%
7,384
+2,238
65
$2.49M 0.25%
24,334
+5,645
66
$2.42M 0.24%
52,701
+3,690
67
$2.36M 0.24%
5,202
+1,330
68
$2.32M 0.23%
67,694
+9,146
69
$2.29M 0.23%
53,791
+32,699
70
$2.29M 0.23%
11,088
+6,891
71
$2.25M 0.23%
55,235
-8,285
72
$2.23M 0.22%
32,636
+4,501
73
$2.21M 0.22%
22,998
-17,426
74
$2.2M 0.22%
8,004
+662
75
$2.11M 0.21%
77,813
+10,094
1 2
3
4 5