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
76
$818K 0.13%
+4,634
77
$799K 0.13%
4,376
+1,964
78
$774K 0.13%
4,399
-1,457
79
$760K 0.12%
+6,943
80
$752K 0.12%
+3,920
81
$750K 0.12%
+5,251
82
$737K 0.12%
+8,755
83
$736K 0.12%
+6,631
84
$724K 0.12%
+8,925
85
$709K 0.11%
7,042
-688
86
$705K 0.11%
+3,874
87
$703K 0.11%
+4,591
88
$697K 0.11%
1,954
-475
89
$696K 0.11%
8,768
-1,491
90
$677K 0.11%
+4,261
91
$654K 0.11%
+5,329
92
$645K 0.1%
1,510
-668
93
$635K 0.1%
+8,911
94
$618K 0.1%
5,745
-577
95
$593K 0.1%
+2,268
96
$571K 0.09%
+3,006
97
$561K 0.09%
+5,087
98
$528K 0.09%
1,039
+308
99
$523K 0.08%
+7,646
100
$519K 0.08%
+13,690
2 3
4
5 6