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
201
$216K 0.03%
+2,492
202
$215K 0.03%
+3,001
203
$212K 0.03%
6,745
+144
204
$211K 0.03%
610
-201
205
$210K 0.03%
3,613
-244
206
$209K 0.03%
+2,320
207
$208K 0.03%
2,144
+37
208
$206K 0.03%
+4,277
209
$203K 0.03%
+4,359
210
$203K 0.03%
+3,028
211
$202K 0.03%
+1,556
212
$202K 0.03%
+2,738
213
$201K 0.03%
+1,558
214
$200K 0.03%
1,857
215
$196K 0.03%
+4,854
216
$196K 0.03%
+1,704
217
$196K 0.03%
+6,488
218
$195K 0.03%
+2,600
219
$195K 0.03%
+3,545
220
$194K 0.03%
+4,456
221
$193K 0.03%
6,410
+1,140
222
$192K 0.03%
+1,753
223
$192K 0.03%
+561
224
$192K 0.03%
+5,172
225
$191K 0.03%
+4,346
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