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
751
$6K ﹤0.01%
70
-254
752
$6K ﹤0.01%
+49
753
$6K ﹤0.01%
+361
754
$6K ﹤0.01%
+265
755
$6K ﹤0.01%
165
-154
756
$6K ﹤0.01%
+1,191
757
$6K ﹤0.01%
271
758
$6K ﹤0.01%
+300
759
$6K ﹤0.01%
1,145
-1,716
760
$6K ﹤0.01%
180
-20
761
$6K ﹤0.01%
+49
762
$6K ﹤0.01%
271
+7
763
$5K ﹤0.01%
+194
764
$5K ﹤0.01%
410
765
$5K ﹤0.01%
+92
766
$5K ﹤0.01%
200
767
$5K ﹤0.01%
+84
768
$5K ﹤0.01%
+86
769
$5K ﹤0.01%
+157
770
$5K ﹤0.01%
+269
771
$5K ﹤0.01%
64
772
$5K ﹤0.01%
38
-8
773
$5K ﹤0.01%
94
-6
774
$5K ﹤0.01%
+109
775
$5K ﹤0.01%
+171
29 30
31
32 33