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
$1.36B
AUM Growth
-$96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
934
New
Increased
Reduced
Closed

Top Buys

1
+$4.78M
2
+$4.42M
3
+$3.18M
4
SNY icon
Sanofi
SNY
+$2.36M
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$1.81M

Top Sells

1
+$57.4M
2
+$35.6M
3
+$31.2M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$23.5M
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$18M

Sector Composition

1 Technology 13.09%
2 Healthcare 8.09%
3 Financials 5.9%
4 Industrials 4.49%
5 Consumer Staples 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
801
$3.18K ﹤0.01%
46
-10
802
$3.14K ﹤0.01%
52
-15
803
$3.13K ﹤0.01%
15
804
$3.1K ﹤0.01%
201
805
$3.09K ﹤0.01%
25
806
$3.04K ﹤0.01%
2
-1
807
$3.01K ﹤0.01%
85
-2
808
$3.01K ﹤0.01%
600
809
$2.99K ﹤0.01%
35
810
$2.98K ﹤0.01%
25
811
$2.9K ﹤0.01%
97
+9
812
$2.86K ﹤0.01%
27
813
$2.75K ﹤0.01%
45
+4
814
$2.71K ﹤0.01%
12
+2
815
$2.69K ﹤0.01%
47
816
$2.68K ﹤0.01%
11
817
$2.65K ﹤0.01%
72
-7
818
$2.63K ﹤0.01%
66
-2
819
$2.59K ﹤0.01%
119
820
$2.59K ﹤0.01%
24
821
$2.44K ﹤0.01%
64
822
$2.44K ﹤0.01%
75
823
$2.4K ﹤0.01%
23
824
$2.38K ﹤0.01%
16
825
$2.34K ﹤0.01%
67
+55
31 32
33
34 35