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
951
$3K ﹤0.01%
+98
952
$3K ﹤0.01%
83
-37
953
$3K ﹤0.01%
68
-14
954
$3K ﹤0.01%
52
+35
955
$3K ﹤0.01%
52
-32
956
$2K ﹤0.01%
+100
957
$2K ﹤0.01%
3
958
$2K ﹤0.01%
5
-3
959
$2K ﹤0.01%
9
960
$2K ﹤0.01%
24
-55
961
$2K ﹤0.01%
14
962
$2K ﹤0.01%
33
-12
963
$2K ﹤0.01%
93
-262
964
$2K ﹤0.01%
23
-8
965
$2K ﹤0.01%
9
-11
966
$2K ﹤0.01%
40
967
$2K ﹤0.01%
28
-10
968
$2K ﹤0.01%
22
969
$2K ﹤0.01%
208
-341
970
$2K ﹤0.01%
40
-144
971
$2K ﹤0.01%
16
-6
972
$2K ﹤0.01%
59
-21
973
$2K ﹤0.01%
+44
974
$2K ﹤0.01%
25
-5,005
975
$2K ﹤0.01%
48
37 38
39
40 41