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
776
$8K ﹤0.01%
398
-125
777
$8K ﹤0.01%
81
778
$8K ﹤0.01%
170
-62
779
$8K ﹤0.01%
64
-23
780
$8K ﹤0.01%
262
781
$8K ﹤0.01%
270
-97
782
$8K ﹤0.01%
39
-30
783
$8K ﹤0.01%
76
+71
784
$8K ﹤0.01%
190
+70
785
$8K ﹤0.01%
614
-223
786
$8K ﹤0.01%
1,016
-187
787
$8K ﹤0.01%
46
-2,674
788
$7K ﹤0.01%
180
789
$7K ﹤0.01%
404
-146
790
$7K ﹤0.01%
34
791
$7K ﹤0.01%
815
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$7K ﹤0.01%
56
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793
$7K ﹤0.01%
629
+325
794
$7K ﹤0.01%
+33
795
$7K ﹤0.01%
749
-216
796
$7K ﹤0.01%
270
797
$7K ﹤0.01%
+105
798
$7K ﹤0.01%
1,720
-505
799
$7K ﹤0.01%
129
+62
800
$7K ﹤0.01%
71
+40
30 31
32
33 34