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
$999M
AUM Growth
-$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,189
New
Increased
Reduced
Closed

Top Buys

1
+$8.81M
2
+$5.66M
3
+$4.29M
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$3.3M
5
IWP icon
iShares Russell Mid-Cap Growth ETF
IWP
+$3.11M

Top Sells

1
+$16.8M
2
+$11.7M
3
+$3.21M
4
ABBV icon
AbbVie
ABBV
+$2.12M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.84M

Sector Composition

1 Technology 9.51%
2 Healthcare 8.25%
3 Financials 4.93%
4 Consumer Staples 4.12%
5 Communication Services 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
926
$3K ﹤0.01%
64
-23
927
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98
928
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53
929
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205
-71
930
$3K ﹤0.01%
+100
931
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23
932
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16
-26
933
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88
934
$3K ﹤0.01%
84
-30
935
$3K ﹤0.01%
73
936
$3K ﹤0.01%
63
-22
937
$3K ﹤0.01%
85
-167
938
$3K ﹤0.01%
2
939
$3K ﹤0.01%
192
940
$3K ﹤0.01%
31
-11
941
$3K ﹤0.01%
+110
942
$3K ﹤0.01%
28
-9
943
$3K ﹤0.01%
54
-393
944
$3K ﹤0.01%
277
-99
945
$3K ﹤0.01%
156
-56
946
$3K ﹤0.01%
76
947
$3K ﹤0.01%
42
-6
948
$3K ﹤0.01%
51
-16
949
$3K ﹤0.01%
28
-92
950
$3K ﹤0.01%
24
36 37
38
39 40