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
$528M
AUM Growth
-$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
988
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$654K
3
+$404K
4
EIX icon
Edison International
EIX
+$242K
5
CLX icon
Clorox
CLX
+$204K

Top Sells

1
+$15.3M
2
+$11.5M
3
+$7.16M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.56M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.75M

Sector Composition

1 Energy 14.04%
2 Technology 3.21%
3 Healthcare 3.11%
4 Financials 3.01%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$1K ﹤0.01%
34
-1
777
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55
778
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15
779
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38
-1
780
$1K ﹤0.01%
+8
781
$1K ﹤0.01%
38
782
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32
783
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784
$1K ﹤0.01%
182
785
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786
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787
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788
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789
$1K ﹤0.01%
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790
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791
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10
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793
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3
795
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796
$1K ﹤0.01%
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797
$1K ﹤0.01%
18
-1
798
$1K ﹤0.01%
+20
799
$1K ﹤0.01%
+21
800
$1K ﹤0.01%
15
30 31
32
33 34