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
826
$1.95K ﹤0.01%
96
827
$1.88K ﹤0.01%
95
-225
828
$1.88K ﹤0.01%
10
+7
829
$1.78K ﹤0.01%
4
830
$1.77K ﹤0.01%
17
831
$1.76K ﹤0.01%
8
832
$1.76K ﹤0.01%
6
+1
833
$1.75K ﹤0.01%
+107
834
$1.73K ﹤0.01%
19
835
$1.7K ﹤0.01%
42
836
$1.7K ﹤0.01%
34
+12
837
$1.68K ﹤0.01%
+45
838
$1.66K ﹤0.01%
16
-28
839
$1.64K ﹤0.01%
19
+10
840
$1.6K ﹤0.01%
29
841
$1.58K ﹤0.01%
14
+4
842
$1.57K ﹤0.01%
3
843
$1.47K ﹤0.01%
14
+1
844
$1.38K ﹤0.01%
36
-40
845
$1.34K ﹤0.01%
4
846
$1.29K ﹤0.01%
4
-1
847
$1.21K ﹤0.01%
22
848
$1.14K ﹤0.01%
40
849
$1.14K ﹤0.01%
7
850
$1.11K ﹤0.01%
20
32 33
34
35 36