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
851
$1.11K ﹤0.01%
+9
852
$1.08K ﹤0.01%
5
853
$1.05K ﹤0.01%
209
-208
854
$1.04K ﹤0.01%
51
855
$1.04K ﹤0.01%
+37
856
$1.02K ﹤0.01%
49
+32
857
$916 ﹤0.01%
35
858
$845 ﹤0.01%
34
859
$838 ﹤0.01%
20
860
$801 ﹤0.01%
12
861
$782 ﹤0.01%
+37
862
$708 ﹤0.01%
15
863
$706 ﹤0.01%
5
864
$657 ﹤0.01%
9
865
$646 ﹤0.01%
9
866
$626 ﹤0.01%
+12
867
$569 ﹤0.01%
+20
868
$517 ﹤0.01%
2
869
$499 ﹤0.01%
1
870
$487 ﹤0.01%
4
871
$477 ﹤0.01%
1
872
$469 ﹤0.01%
10
873
$468 ﹤0.01%
+20
874
$468 ﹤0.01%
24
875
$458 ﹤0.01%
25
33 34
35
36 37