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
$955M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$6.08M
3
+$2.65M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
JPM icon
JPMorgan Chase
JPM
+$2.04M

Top Sells

1
+$5.79M
2
+$3.24M
3
+$1.93M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.66M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.6M

Sector Composition

1 Technology 10.04%
2 Healthcare 7.9%
3 Financials 5.39%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$7K ﹤0.01%
253
-41
727
$7K ﹤0.01%
196
+111
728
$7K ﹤0.01%
170
-3
729
$7K ﹤0.01%
33
730
$7K ﹤0.01%
86
-11
731
$7K ﹤0.01%
61
-76
732
$7K ﹤0.01%
293
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733
$7K ﹤0.01%
236
-26
734
$7K ﹤0.01%
289
+19
735
$7K ﹤0.01%
28
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736
$7K ﹤0.01%
92
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737
$7K ﹤0.01%
22
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738
$7K ﹤0.01%
209
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739
$7K ﹤0.01%
1,753
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740
$7K ﹤0.01%
40
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$7K ﹤0.01%
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742
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114
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743
$7K ﹤0.01%
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744
$7K ﹤0.01%
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-76
745
$7K ﹤0.01%
120
746
$7K ﹤0.01%
1,206
-1,016
747
$6K ﹤0.01%
133
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748
$6K ﹤0.01%
49
-58
749
$6K ﹤0.01%
122
-7
750
$6K ﹤0.01%
301
+257
28 29
30
31 32