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
726
$5.96K ﹤0.01%
1,743
+46
727
$5.95K ﹤0.01%
52
+4
728
$5.94K ﹤0.01%
27
-1
729
$5.86K ﹤0.01%
59
+20
730
$5.85K ﹤0.01%
143
-7,830
731
$5.82K ﹤0.01%
41
-13
732
$5.82K ﹤0.01%
5
733
$5.77K ﹤0.01%
14
734
$5.71K ﹤0.01%
15
+5
735
$5.71K ﹤0.01%
81
736
$5.5K ﹤0.01%
25
+3
737
$5.49K ﹤0.01%
51
-96
738
$5.46K ﹤0.01%
444
739
$5.4K ﹤0.01%
76
740
$5.39K ﹤0.01%
600
741
$5.39K ﹤0.01%
155
742
$5.35K ﹤0.01%
93
-119
743
$5.32K ﹤0.01%
195
-26
744
$5.28K ﹤0.01%
191
-15
745
$5.15K ﹤0.01%
77
746
$5.1K ﹤0.01%
23
747
$4.99K ﹤0.01%
77
+36
748
$4.96K ﹤0.01%
20
749
$4.92K ﹤0.01%
103
-91
750
$4.9K ﹤0.01%
230
+8
28 29
30
31 32