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
$1.45B
AUM Growth
+$314M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
927
New
Increased
Reduced
Closed

Top Buys

1
+$56.6M
2
+$32.3M
3
+$30.9M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.3M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$19M

Top Sells

1
+$7.83M
2
+$7.14M
3
+$4.67M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.74M
5
AMGN icon
Amgen
AMGN
+$2.75M

Sector Composition

1 Technology 11.17%
2 Healthcare 6.69%
3 Financials 5.11%
4 Industrials 3.97%
5 Consumer Staples 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$2.77K ﹤0.01%
25
802
$2.68K ﹤0.01%
26
803
$2.63K ﹤0.01%
19
804
$2.63K ﹤0.01%
47
-18
805
$2.58K ﹤0.01%
145
806
$2.57K ﹤0.01%
87
-51
807
$2.56K ﹤0.01%
70
808
$2.54K ﹤0.01%
35
809
$2.53K ﹤0.01%
27
810
$2.5K ﹤0.01%
15
811
$2.47K ﹤0.01%
119
812
$2.44K ﹤0.01%
95
813
$2.42K ﹤0.01%
68
+11
814
$2.39K ﹤0.01%
11
815
$2.33K ﹤0.01%
135
-107
816
$2.32K ﹤0.01%
19
817
$2.3K ﹤0.01%
78
+21
818
$2.11K ﹤0.01%
75
-29
819
$2.09K ﹤0.01%
23
820
$2.06K ﹤0.01%
16
821
$2.04K ﹤0.01%
24
822
$2.02K ﹤0.01%
21
823
$2.02K ﹤0.01%
58
824
$1.99K ﹤0.01%
69
-88
825
$1.95K ﹤0.01%
36
31 32
33
34 35