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
876
$2K ﹤0.01%
54
+1
877
$2K ﹤0.01%
19
-22
878
$2K ﹤0.01%
46
879
$2K ﹤0.01%
+42
880
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11
-249
881
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28
882
$2K ﹤0.01%
100
-48
883
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34
884
$1K ﹤0.01%
15
885
$1K ﹤0.01%
2
886
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30
887
$1K ﹤0.01%
20
888
$1K ﹤0.01%
12
889
$1K ﹤0.01%
10
890
$1K ﹤0.01%
+78
891
$1K ﹤0.01%
12
-3
892
$1K ﹤0.01%
14
-11
893
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1
-1
894
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11
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895
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56
-150
896
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12
-3
897
$1K ﹤0.01%
+57
898
$1K ﹤0.01%
27
-5
899
$1K ﹤0.01%
+12
900
$1K ﹤0.01%
4
34 35
36
37 38