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
976
$2K ﹤0.01%
60
-15
977
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32
+12
978
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33
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979
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59
+43
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981
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982
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983
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5
984
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53
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985
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46
986
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+64
987
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46
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988
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126
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989
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25
-9
990
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991
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993
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994
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995
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7
-53
996
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12
-6
997
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+6
998
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27
999
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23
+1
1000
$1K ﹤0.01%
12
-4
38 39
40
41 42