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
$619M
AUM Growth
+$482M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$86.3M
2
+$78.3M
3
+$64.9M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$43.4M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$39.6M

Top Sells

1
+$17.9M
2
+$907K
3
+$808K
4
VZ icon
Verizon
VZ
+$605K
5
V icon
Visa
V
+$420K

Sector Composition

1 Energy 9.74%
2 Technology 3.79%
3 Healthcare 3.42%
4 Consumer Staples 3.28%
5 Financials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$2K ﹤0.01%
181
852
$2K ﹤0.01%
+52
853
$2K ﹤0.01%
180
854
$2K ﹤0.01%
+61
855
$2K ﹤0.01%
31
856
$2K ﹤0.01%
13
857
$2K ﹤0.01%
39
-486
858
$2K ﹤0.01%
49
859
$2K ﹤0.01%
34
860
$2K ﹤0.01%
74
-681
861
$2K ﹤0.01%
+24
862
$2K ﹤0.01%
3,105
863
$2K ﹤0.01%
+53
864
$2K ﹤0.01%
+17
865
$2K ﹤0.01%
87
-1,852
866
$2K ﹤0.01%
+58
867
$2K ﹤0.01%
+123
868
$2K ﹤0.01%
+44
869
$1K ﹤0.01%
86
-52
870
$1K ﹤0.01%
35
871
$1K ﹤0.01%
16
-2
872
$1K ﹤0.01%
66
-1,510
873
$1K ﹤0.01%
+64
874
$1K ﹤0.01%
+60
875
$1K ﹤0.01%
26
33 34
35
36 37