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
876
$1K ﹤0.01%
8
877
$1K ﹤0.01%
+30
878
$1K ﹤0.01%
21
-7
879
$1K ﹤0.01%
51
-875
880
$1K ﹤0.01%
32
-526
881
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40
-383
882
$1K ﹤0.01%
13
883
$1K ﹤0.01%
+78
884
$1K ﹤0.01%
+115
885
$1K ﹤0.01%
64
886
$1K ﹤0.01%
38
887
$1K ﹤0.01%
24
888
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34
889
$1K ﹤0.01%
+4
890
$1K ﹤0.01%
+56
891
$1K ﹤0.01%
+9
892
$1K ﹤0.01%
+12
893
$1K ﹤0.01%
+41
894
$1K ﹤0.01%
6
895
$1K ﹤0.01%
18
-306
896
$1K ﹤0.01%
71
-1,146
897
$1K ﹤0.01%
+7
898
$1K ﹤0.01%
+13
899
$1K ﹤0.01%
13
900
$1K ﹤0.01%
+64
34 35
36
37 38