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
801
$7K ﹤0.01%
49
802
$7K ﹤0.01%
28
-36
803
$7K ﹤0.01%
70
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804
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216
-78
805
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89
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806
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23
+13
807
$7K ﹤0.01%
1,000
808
$6K ﹤0.01%
109
809
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13
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810
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811
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812
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813
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814
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158
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815
$6K ﹤0.01%
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816
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819
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$6K ﹤0.01%
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821
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34
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373
823
$6K ﹤0.01%
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824
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305
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825
$6K ﹤0.01%
41
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31 32
33
34 35