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
726
$8K ﹤0.01%
124
-15
727
$7K ﹤0.01%
+61
728
$7K ﹤0.01%
137
729
$7K ﹤0.01%
+284
730
$7K ﹤0.01%
84
-1,484
731
$7K ﹤0.01%
+148
732
$7K ﹤0.01%
32
733
$7K ﹤0.01%
+2,060
734
$7K ﹤0.01%
+33
735
$7K ﹤0.01%
596
+152
736
$7K ﹤0.01%
+141
737
$7K ﹤0.01%
+90
738
$7K ﹤0.01%
+331
739
$7K ﹤0.01%
+81
740
$7K ﹤0.01%
+101
741
$7K ﹤0.01%
199
-14
742
$7K ﹤0.01%
+35
743
$6K ﹤0.01%
+265
744
$6K ﹤0.01%
165
-154
745
$6K ﹤0.01%
+1,191
746
$6K ﹤0.01%
271
747
$6K ﹤0.01%
+300
748
$6K ﹤0.01%
+49
749
$6K ﹤0.01%
271
+7
750
$6K ﹤0.01%
121
-105
28 29
30
31 32