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
751
$4.82K ﹤0.01%
560
752
$4.72K ﹤0.01%
40
753
$4.59K ﹤0.01%
57
754
$4.58K ﹤0.01%
93
755
$4.57K ﹤0.01%
34
+3
756
$4.56K ﹤0.01%
68
757
$4.37K ﹤0.01%
53
758
$4.33K ﹤0.01%
50
759
$4.32K ﹤0.01%
60
-25
760
$4.31K ﹤0.01%
377
761
$4.26K ﹤0.01%
3
762
$4.24K ﹤0.01%
22
763
$4.14K ﹤0.01%
56
+10
764
$4.13K ﹤0.01%
45
-8
765
$4.12K ﹤0.01%
28
766
$4.08K ﹤0.01%
99
767
$4.04K ﹤0.01%
53
-9
768
$3.98K ﹤0.01%
1,667
769
$3.93K ﹤0.01%
37
770
$3.9K ﹤0.01%
79
771
$3.87K ﹤0.01%
13
-25
772
$3.86K ﹤0.01%
116
773
$3.85K ﹤0.01%
100
774
$3.76K ﹤0.01%
9
775
$3.74K ﹤0.01%
93
29 30
31
32 33