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
$568M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
880
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.42M
3
+$9.11M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$5.99M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$5.81M

Top Sells

1
+$9.63M
2
+$7.67M
3
+$4.45M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$3.06M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.25M

Sector Composition

1 Energy 13.69%
2 Financials 3.33%
3 Technology 2.98%
4 Industrials 2.83%
5 Healthcare 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$2K ﹤0.01%
26
777
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+37
778
$2K ﹤0.01%
180
779
$2K ﹤0.01%
57
780
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99
781
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+9
782
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15
783
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39
784
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22
785
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33
786
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+12
787
$2K ﹤0.01%
89
788
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13
789
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49
790
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28
791
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34
792
$2K ﹤0.01%
+143
793
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35
794
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24
795
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+446
796
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+35
797
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34
798
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50
799
$2K ﹤0.01%
33
800
$2K ﹤0.01%
17
-162
30 31
32
33 34