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
776
$5K ﹤0.01%
+67
777
$5K ﹤0.01%
240
+193
778
$5K ﹤0.01%
+75
779
$5K ﹤0.01%
+85
780
$4K ﹤0.01%
45
+32
781
$4K ﹤0.01%
77
-27
782
$4K ﹤0.01%
59
783
$4K ﹤0.01%
14
784
$4K ﹤0.01%
+93
785
$4K ﹤0.01%
+84
786
$4K ﹤0.01%
+231
787
$4K ﹤0.01%
779
788
$4K ﹤0.01%
+128
789
$4K ﹤0.01%
+63
790
$4K ﹤0.01%
71
791
$4K ﹤0.01%
+136
792
$4K ﹤0.01%
+132
793
$4K ﹤0.01%
+9
794
$4K ﹤0.01%
134
-10
795
$4K ﹤0.01%
41
796
$4K ﹤0.01%
+54
797
$4K ﹤0.01%
127
798
$4K ﹤0.01%
+147
799
$4K ﹤0.01%
+98
800
$4K ﹤0.01%
39
-22
30 31
32
33 34