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
751
$9K ﹤0.01%
41
752
$9K ﹤0.01%
97
-35
753
$9K ﹤0.01%
100
-70
754
$9K ﹤0.01%
35
-226
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$9K ﹤0.01%
82
+13
756
$8K ﹤0.01%
102
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757
$8K ﹤0.01%
66
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758
$8K ﹤0.01%
21
-6
759
$8K ﹤0.01%
120
-64
760
$8K ﹤0.01%
13
-5
761
$8K ﹤0.01%
378
-135
762
$8K ﹤0.01%
75
-125
763
$8K ﹤0.01%
80
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764
$8K ﹤0.01%
161
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765
$8K ﹤0.01%
303
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766
$8K ﹤0.01%
294
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767
$8K ﹤0.01%
96
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768
$8K ﹤0.01%
62
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769
$8K ﹤0.01%
173
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770
$8K ﹤0.01%
7
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$8K ﹤0.01%
214
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772
$8K ﹤0.01%
118
-43
773
$8K ﹤0.01%
162
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774
$8K ﹤0.01%
2
775
$8K ﹤0.01%
517
-233
29 30
31
32 33