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
$955M
AUM Growth
-$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,116
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$6.08M
3
+$2.65M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
JPM icon
JPMorgan Chase
JPM
+$2.04M

Top Sells

1
+$5.79M
2
+$3.24M
3
+$1.93M
4
IWN icon
iShares Russell 2000 Value ETF
IWN
+$1.66M
5
BMY icon
Bristol-Myers Squibb
BMY
+$1.6M

Sector Composition

1 Technology 10.04%
2 Healthcare 7.9%
3 Financials 5.39%
4 Consumer Staples 3.94%
5 Consumer Discretionary 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$3K ﹤0.01%
55
-96
852
$3K ﹤0.01%
192
853
$3K ﹤0.01%
37
-25
854
$2K ﹤0.01%
15
-421
855
$2K ﹤0.01%
+169
856
$2K ﹤0.01%
100
857
$2K ﹤0.01%
+27
858
$2K ﹤0.01%
79
-111
859
$2K ﹤0.01%
27
860
$2K ﹤0.01%
51
-8
861
$2K ﹤0.01%
97
862
$2K ﹤0.01%
38
863
$2K ﹤0.01%
5
864
$2K ﹤0.01%
+58
865
$2K ﹤0.01%
57
+54
866
$2K ﹤0.01%
24
-18
867
$2K ﹤0.01%
3
868
$2K ﹤0.01%
9
869
$2K ﹤0.01%
93
870
$2K ﹤0.01%
140
-58
871
$2K ﹤0.01%
+13
872
$2K ﹤0.01%
2
873
$2K ﹤0.01%
42
+14
874
$2K ﹤0.01%
40
875
$2K ﹤0.01%
27
-1
33 34
35
36 37